Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,228 | $76,519-98.4% | $56,025-97.8% | $145,897-99.2% |
| Participation rate | 59.1% | 63.2%-4.1pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | -1.57% | 3017.03%-3018.6pp | 1712.69%-1714.3pp | 552.29%-553.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $338 | $2,624-87.1% | $1,955-82.7% | $6,689-95.0% |
| Admin fee / account holder | $8,696 | $3,331+161.1% | $2,828+207.4% | $13,390-35.1% |