Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Participant 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 | $8,336 | $29,733-72.0% | $56,025-85.1% | $80,959-89.7% |
| Participation rate | 4.3% | 41.7%-37.4pp | 52.5%-48.2pp | 67.7%-63.3pp |
| Annual return | -40.03% | 35.28%-75.3pp | 1712.69%-1752.7pp | 35.67%-75.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $80 | $1,229-93.5% | $1,955-95.9% | $4,300-98.1% |
| Admin fee / account holder | $5,397 | $2,434+121.8% | $2,828+90.8% | $6,925-22.1% |