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 | $13,978 | $30,437-54.1% | $56,033-75.1% | $74,459-81.2% |
| Participation rate | 12.8% | 32.9%-20.1pp | 52.5%-39.7pp | 67.2%-54.5pp |
| Annual return | 0.41% | 24.96%-24.5pp | 1711.38%-1711.0pp | 1369.70%-1369.3pp |
| Employer contribution / active EE | $193 | $610-68.4% | $1,041-81.5% | $2,626-92.7% |
| Participant deferral / active EE | $1,095 | $1,176-6.9% | $1,954-44.0% | $4,350-74.8% |
| Admin fee / account holder | $5,351 | $2,363+126.4% | $2,827+89.3% | $1,945+175.1% |