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 | $13,134 | $69,118-81.0% | $53,647-75.5% | $138,895-90.5% |
| Participation rate | 13.3% | 64.0%-50.6pp | 56.3%-42.9pp | 79.9%-66.6pp |
| Annual return | -7.03% | 248.26%-255.3pp | 358.33%-365.4pp | 145.39%-152.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $355 | $2,274-84.4% | $1,813-80.4% | $6,396-94.4% |
| Admin fee / account holder | $731 | $2,724-73.2% | $2,460-70.3% | $12,562-94.2% |