Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,318 | $73,863-82.0% | $143,797-90.7% | $68,490-80.6% |
| Participation rate | 36.9% | 66.7%-29.8pp | 80.3%-43.4pp | 67.9%-31.0pp |
| Annual return | -20.80% | 0.91%-21.7pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $640 | $3,185-79.9% | $4,952-87.1% | $2,597-75.4% |
| Participant deferral / active EE | $1,311 | $3,385-61.3% | $5,638-76.7% | $4,028-67.5% |
| Admin fee / account holder | $2,786 | $5,756-51.6% | $14,679-81.0% | $5,403-48.4% |