Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,844 | $29,667-46.6% | $56,441-71.9% | $80,874-80.4% |
| Participation rate | 39.7% | 41.7%-1.9pp | 52.5%-12.8pp | 67.6%-27.9pp |
| Annual return | -66.71% | 35.22%-101.9pp | 1704.21%-1770.9pp | 35.62%-102.3pp |
| Employer contribution / active EE | $32 | $669-95.3% | $1,039-97.0% | $2,756-98.9% |
| Participant deferral / active EE | $676 | $1,227-44.9% | $1,953-65.4% | $4,297-84.3% |
| Admin fee / account holder | $732 | $2,429-69.9% | $2,829-74.1% | $6,935-89.4% |