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 | $8,543 | $27,632-69.1% | $61,452-86.1% | $68,486-87.5% |
| Participation rate | 14.5% | 39.5%-25.0pp | 52.6%-38.1pp | 67.9%-53.4pp |
| Annual return | -30.10% | -13.24%-16.9pp | 338.96%-369.1pp | -7.85%-22.2pp |
| Employer contribution / active EE | $309 | $696-55.6% | $1,160-73.3% | $2,597-88.1% |
| Participant deferral / active EE | $935 | $1,264-26.0% | $2,125-56.0% | $4,028-76.8% |
| Admin fee / account holder | $688 | $2,010-65.8% | $2,131-67.7% | $5,404-87.3% |