Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,648 | $72,426-88.1% | $67,560-87.2% | $145,897-94.1% |
| Participation rate | 21.1% | 76.9%-55.8pp | 72.9%-51.9pp | 80.3%-59.3pp |
| Annual return | 5.00% | 7226.78%-7221.8pp | 3533.50%-3528.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,045 | $4,785-78.2% | $4,004-73.9% | $6,689-84.4% |
| Admin fee / account holder | $4,530 | $5,514-17.8% | $3,994+13.4% | $13,390-66.2% |