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 | $5,206 | $29,667-82.5% | $56,441-90.8% | $80,874-93.6% |
| Participation rate | 1.3% | 41.7%-40.4pp | 52.5%-51.2pp | 67.6%-66.3pp |
| Annual return | -26.31% | 35.22%-61.5pp | 1704.21%-1730.5pp | 35.62%-61.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $44 | $1,227-96.4% | $1,953-97.7% | $4,297-99.0% |
| Admin fee / account holder | $1,122 | $2,429-53.8% | $2,829-60.3% | $6,935-83.8% |