Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,125 | $34,242-61.7% | $76,523-82.8% | $75,289-82.6% |
| Participation rate | 0.1% | 43.9%-43.8pp | 68.0%-67.9pp | 72.4%-72.3pp |
| Annual return | -9.26% | -0.98%-8.3pp | -0.27%-9.0pp | -0.04%-9.2pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $11 | $1,872-99.4% | $3,835-99.7% | $3,739-99.7% |
| Admin fee / account holder | $1,283 | $112+1045.9% | $4,848-73.5% | $102+1153.7% |