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 | $8,262 | $27,936-70.4% | $58,561-85.9% | $75,173-89.0% |
| Participation rate | 10.4% | 38.8%-28.5pp | 50.9%-40.5pp | 67.2%-56.8pp |
| Annual return | 14.66% | 44.21%-29.6pp | 4251.33%-4236.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $110 | $670-83.6% | $1,053-89.6% | $2,671-95.9% |
| Participant deferral / active EE | $348 | $1,202-71.0% | $1,923-81.9% | $4,126-91.6% |
| Admin fee / account holder | $4,999 | $1,727+189.5% | $2,520+98.3% | $5,651-11.5% |