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.
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 | $6,409 | $72,071-91.1% | $68,368-90.6% | $137,256-95.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | -1.94% | 353.14%-355.1pp | 292.57%-294.5pp | 220.34%-222.3pp |
| Employer contribution / active EE | $600 | $2,788-78.5% | $2,649-77.3% | $4,156-85.6% |
| Participant deferral / active EE | $600 | $4,410-86.4% | $4,123-85.4% | $6,407-90.6% |
| Admin fee / account holder | $17,000 | $5,336+218.6% | $5,150+230.1% | $12,270+38.5% |