Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,733 | $96,678-91.0% | $86,640-89.9% | $139,466-93.7% |
| Participation rate | 7.7% | 74.4%-66.7pp | 71.7%-64.0pp | 80.3%-72.6pp |
| Annual return | -0.77% | 106.69%-107.5pp | 592.52%-593.3pp | 373.66%-374.4pp |
| Employer contribution / active EE | $23 | $3,265-99.3% | $3,024-99.2% | $4,754-99.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $550 | $6,410-91.4% | $5,616-90.2% | $11,409-95.2% |