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 | $15,013 | $26,549-43.5% | $61,452-75.6% | $66,938-77.6% |
| Participation rate | 16.2% | 38.1%-21.9pp | 52.6%-36.4pp | 69.8%-53.6pp |
| Annual return | -23.88% | -16.21%-7.7pp | 338.96%-362.8pp | 1.58%-25.5pp |
| Employer contribution / active EE | $106 | $651-83.8% | $1,160-90.9% | $2,545-95.8% |
| Participant deferral / active EE | $811 | $1,338-39.4% | $2,125-61.8% | $4,238-80.9% |
| Admin fee / account holder | $1,458 | $409+256.8% | $2,131-31.6% | $594+145.7% |