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 | $15,225 | $149,040-89.8% | $120,225-87.3% | $137,256-88.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | -0.52% | 605.68%-606.2pp | 439.23%-439.7pp | 220.34%-220.9pp |
| Employer contribution / active EE | $789 | $4,350-81.9% | $3,475-77.3% | $4,156-81.0% |
| Participant deferral / active EE | $710 | $4,655-84.8% | $3,999-82.3% | $6,407-88.9% |
| Admin fee / account holder | $8,000 | $6,348+26.0% | $5,696+40.4% | $12,270-34.8% |