Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,496 | $27,632-80.1% | $61,399-91.0% | $68,495-92.0% |
| Participation rate | 19.0% | 39.5%-20.5pp | 52.6%-33.5pp | 67.9%-48.8pp |
| Annual return | -29.95% | -13.24%-16.7pp | 338.81%-368.8pp | -7.84%-22.1pp |
| Employer contribution / active EE | $168 | $696-75.9% | $1,159-85.5% | $2,596-93.5% |
| Participant deferral / active EE | $979 | $1,264-22.5% | $2,124-53.9% | $4,028-75.7% |
| Admin fee / account holder | $422 | $2,010-79.0% | $2,131-80.2% | $5,403-92.2% |