Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $82,674-46.5% | $125,381-64.7% | $68,486-35.4% |
| Participation rate | 16.0% | 75.1%-59.1pp | 82.4%-66.4pp | 67.9%-51.9pp |
| Annual return | -30.79% | -5.97%-24.8pp | 572.31%-603.1pp | -7.85%-22.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,105 | $6,111-49.2% | $7,448-58.3% | $4,028-22.9% |
| Admin fee / account holder | $22,088 | $6,277+251.9% | $10,007+120.7% | $5,404+308.8% |