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.
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 | $7,693 | $76,608-90.0% | $56,077-86.3% | $145,877-94.7% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-43.0pp | 80.3%-70.8pp |
| Annual return | 0.73% | 3009.59%-3008.9pp | 1709.28%-1708.5pp | 551.28%-550.6pp |
| Employer contribution / active EE | $39 | $1,382-97.2% | $1,040-96.3% | $4,663-99.2% |
| Participant deferral / active EE | $420 | $2,624-84.0% | $1,954-78.5% | $6,691-93.7% |
| Admin fee / account holder | $2,749 | $3,325-17.3% | $2,825-2.7% | $13,402-79.5% |