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.
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 | $19,654 | $61,815-68.2% | $97,295-79.8% | $80,959-75.7% |
| Participation rate | 6.3% | 63.5%-57.2pp | 72.7%-66.4pp | 67.7%-61.4pp |
| Annual return | -47.87% | -558.73%+510.9pp | 75.62%-123.5pp | 35.67%-83.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $292 | $3,027-90.4% | $4,264-93.2% | $4,300-93.2% |
| Admin fee / account holder | $18,369 | $5,166+255.6% | $5,646+225.3% | $6,925+165.2% |