Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,137 | $97,125-84.4% | $86,233-82.4% | $137,256-89.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.0%-56.5pp | 80.0%-67.5pp |
| Annual return | -80.33% | 74.19%-154.5pp | 61.39%-141.7pp | 220.34%-300.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,731 | $5,180-66.6% | $4,559-62.0% | $6,407-73.0% |
| Admin fee / account holder | $6,744 | $9,725-30.6% | $8,342-19.2% | $12,270-45.0% |