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 | $6,584 | $82,314-92.0% | $68,808-90.4% | $134,532-95.1% |
| Participation rate | 58.8% | 75.1%-16.2pp | 69.0%-10.2pp | 81.2%-22.4pp |
| Annual return | -23.03% | -2.18%-20.9pp | -6.37%-16.7pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,545 | $3,301-53.2% | $2,656-41.8% | $4,741-67.4% |
| Participant deferral / active EE | $2,817 | $4,740-40.6% | $3,942-28.5% | $6,401-56.0% |
| Admin fee / account holder | $1,470 | $6,484-77.3% | $4,936-70.2% | $11,429-87.1% |