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 | $21,902 | $104,937-79.1% | $84,628-74.1% | $152,897-85.7% |
| Participation rate | 28.6% | 74.8%-46.3pp | 68.2%-39.7pp | 82.5%-53.9pp |
| Annual return | -67.52% | 373.88%-441.4pp | 258.80%-326.3pp | 345.43%-413.0pp |
| Employer contribution / active EE | $196 | $3,303-94.1% | $2,653-92.6% | $4,764-95.9% |
| Participant deferral / active EE | $963 | $4,690-79.5% | $3,900-75.3% | $5,851-83.5% |
| Admin fee / account holder | $12,591 | $6,243+101.7% | $4,914+156.2% | $11,599+8.6% |