Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,395 | $100,938-83.8% | $90,461-81.9% | $158,982-89.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | -26.05% | 1727.20%-1753.3pp | 1294.76%-1320.8pp | 302.99%-329.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,189 | $4,350-26.7% | $3,964-19.5% | $5,983-46.7% |
| Admin fee / account holder | $13,879 | $6,510+113.2% | $5,617+147.1% | $11,252+23.3% |