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 | $2,567 | $29,733-91.4% | $56,025-95.4% | $80,959-96.8% |
| Participation rate | 35.0% | 41.7%-6.7pp | 52.5%-17.5pp | 67.7%-32.7pp |
| Annual return | 9.21% | 35.28%-26.1pp | 1712.69%-1703.5pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $494 | $1,229-59.8% | $1,955-74.7% | $4,300-88.5% |
| Admin fee / account holder | $1,665 | $2,434-31.6% | $2,828-41.1% | $6,925-76.0% |