Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,546 | $27,639-61.8% | $61,501-82.9% | $68,490-84.6% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -21.68% | -13.19%-8.5pp | 339.04%-360.7pp | -7.85%-13.8pp |
| Employer contribution / active EE | $334 | $696-52.1% | $1,160-71.2% | $2,597-87.2% |
| Participant deferral / active EE | $422 | $1,264-66.6% | $2,125-80.1% | $4,028-89.5% |
| Admin fee / account holder | $622 | $2,012-69.1% | $2,132-70.8% | $5,403-88.5% |