Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,480 | $72,403-91.1% | $67,524-90.4% | $145,978-95.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | -13.94% | 7197.23%-7211.2pp | 3519.41%-3533.3pp | 550.52%-564.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,295 | $4,782-52.0% | $4,001-42.7% | $6,690-65.7% |
| Admin fee / account holder | $1,636 | $5,541-70.5% | $4,001-59.1% | $13,400-87.8% |