Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,820 | $95,915-79.3% | $79,580-75.1% | $134,532-85.3% |
| Participation rate | 15.4% | 75.0%-59.7pp | 69.5%-54.1pp | 81.2%-65.8pp |
| Annual return | -99.79% | -2.71%-97.1pp | 0.15%-99.9pp | 418.27%-518.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,041 | $4,693-35.2% | $3,985-23.7% | $6,401-52.5% |
| Admin fee / account holder | $11,315 | $9,132+23.9% | $6,835+65.5% | $11,429-1.0% |