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.
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 | $44,278 | $114,013-61.2% | $103,693-57.3% | $155,188-71.5% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | -39.25% | 49.31%-88.6pp | 47.61%-86.9pp | 148.84%-188.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,042 | $4,970-58.9% | $4,579-55.4% | $6,531-68.7% |
| Admin fee / account holder | $26,409 | $8,407+214.1% | $7,858+236.1% | $14,480+82.4% |