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 | $8,639 | $67,823-87.3% | $52,425-83.5% | $137,256-93.7% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | -3.63% | 219.11%-222.7pp | 302.12%-305.8pp | 220.34%-224.0pp |
| Employer contribution / active EE | $284 | $1,163-75.6% | $914-68.9% | $4,156-93.2% |
| Participant deferral / active EE | $284 | $2,288-87.6% | $1,790-84.1% | $6,407-95.6% |
| Admin fee / account holder | $1,554 | $2,844-45.4% | $2,495-37.7% | $12,270-87.3% |