Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,746 | $27,943-75.9% | $58,507-88.5% | $75,177-91.0% |
| Participation rate | 14.3% | 38.8%-24.6pp | 50.9%-36.6pp | 67.2%-52.9pp |
| Annual return | 5.78% | 44.22%-38.4pp | 4252.32%-4246.5pp | 160.75%-155.0pp |
| Employer contribution / active EE | $258 | $670-61.5% | $1,053-75.5% | $2,671-90.3% |
| Participant deferral / active EE | $461 | $1,202-61.6% | $1,922-76.0% | $4,126-88.8% |
| Admin fee / account holder | $962 | $1,727-44.3% | $2,486-61.3% | $5,651-83.0% |