Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,784 | $45,872-78.7% | $77,100-87.3% | $68,490-85.7% |
| Participation rate | 10.2% | 55.9%-45.7pp | 67.9%-57.7pp | 67.9%-57.7pp |
| Annual return | -23.59% | 1.73%-25.3pp | 42.35%-65.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $860 | $2,963-71.0% | $4,430-80.6% | $4,028-78.6% |
| Admin fee / account holder | $1,285 | $3,041-57.8% | $5,443-76.4% | $5,403-76.2% |