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 | $16,655 | $56,431-70.5% | $130,788-87.3% | $87,485-81.0% |
| Participation rate | 26.0% | 58.9%-32.9pp | 70.1%-44.1pp | 68.9%-42.9pp |
| Annual return | 6.92% | 91.27%-84.3pp | 386.44%-379.5pp | 26.06%-19.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,212 | $2,749-55.9% | $4,137-70.7% | $4,274-71.6% |
| Admin fee / account holder | $5,494 | $4,433+23.9% | $6,673-17.7% | $7,775-29.3% |