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 | $11,750 | $95,917-87.8% | $79,583-85.2% | $134,545-91.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -37.14% | -2.70%-34.4pp | 0.16%-37.3pp | 418.37%-455.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,069 | $4,694-34.6% | $3,986-23.0% | $6,401-52.1% |
| Admin fee / account holder | $2,494 | $9,132-72.7% | $6,835-63.5% | $11,431-78.2% |