Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,499 | $73,848-62.8% | $143,799-80.9% | $68,486-59.8% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -19.96% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,911 | $3,385-43.5% | $5,638-66.1% | $4,028-52.6% |
| Admin fee / account holder | $1,886 | $5,755-67.2% | $14,677-87.1% | $5,404-65.1% |