Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,240 | $54,357-81.2% | $82,706-87.6% | $68,495-85.0% |
| Participation rate | 40.0% | 63.9%-23.9pp | 72.6%-32.6pp | 67.9%-27.9pp |
| Annual return | -24.47% | -13.67%-10.8pp | 701.76%-726.2pp | -7.84%-16.6pp |
| Employer contribution / active EE | $758 | $2,218-65.8% | $3,007-74.8% | $2,596-70.8% |
| Participant deferral / active EE | $970 | $3,246-70.1% | $4,394-77.9% | $4,028-75.9% |
| Admin fee / account holder | $328 | $4,396-92.5% | $5,329-93.8% | $5,403-93.9% |