Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,911 | $32,117-66.0% | $71,086-84.7% | $64,173-83.0% |
| Participation rate | 25.0% | 42.7%-17.7pp | 54.7%-29.7pp | 69.6%-44.6pp |
| Annual return | -17.68% | -5.57%-12.1pp | 650.59%-668.3pp | 7.63%-25.3pp |
| Employer contribution / active EE | $447 | $712-37.3% | $1,088-58.9% | $2,381-81.2% |
| Participant deferral / active EE | $1,225 | $1,263-3.0% | $1,874-34.6% | $3,470-64.7% |
| Admin fee / account holder | $1,035 | $2,759-62.5% | $3,082-66.4% | $4,887-78.8% |