Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Participant 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 | $15,938 | $29,319-45.6% | $52,425-69.6% | $82,448-80.7% |
| Participation rate | 4.3% | 46.9%-42.5pp | 55.6%-51.3pp | 68.1%-63.7pp |
| Annual return | -30.69% | 535.20%-565.9pp | 302.12%-332.8pp | 41.64%-72.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $176 | $1,171-84.9% | $1,790-90.2% | $4,139-95.7% |
| Admin fee / account holder | $7,427 | $1,962+278.5% | $2,495+197.7% | $7,234+2.7% |