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 | $5,954 | $25,979-77.1% | $71,755-91.7% | $68,486-91.3% |
| Participation rate | 13.5% | 54.5%-41.0pp | 62.3%-48.8pp | 67.9%-54.4pp |
| Annual return | -124.39% | -15.10%-109.3pp | 9.09%-133.5pp | -7.85%-116.5pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $961 | $1,522-36.9% | $2,656-63.8% | $4,028-76.1% |
| Admin fee / account holder | $2,544 | $2,022+25.8% | $3,972-36.0% | $5,404-52.9% |