Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,601 | $27,632-61.6% | $61,399-82.7% | $68,495-84.5% |
| Participation rate | 16.1% | 39.5%-23.4pp | 52.6%-36.4pp | 67.9%-51.8pp |
| Annual return | -25.19% | -13.24%-12.0pp | 338.81%-364.0pp | -7.84%-17.4pp |
| Employer contribution / active EE | $421 | $696-39.5% | $1,159-63.7% | $2,596-83.8% |
| Participant deferral / active EE | $764 | $1,264-39.6% | $2,124-64.1% | $4,028-81.0% |
| Admin fee / account holder | $856 | $2,010-57.4% | $2,131-59.8% | $5,403-84.2% |