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 | $23,098 | $64,716-64.3% | $112,258-79.4% | $68,495-66.3% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.1%-45.1pp | 67.9%-37.9pp |
| Annual return | -20.82% | -11.40%-9.4pp | 27.47%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $689 | $2,746-74.9% | $3,636-81.0% | $2,596-73.4% |
| Participant deferral / active EE | $2,313 | $3,565-35.1% | $4,728-51.1% | $4,028-42.6% |
| Admin fee / account holder | $795 | $5,232-84.8% | $6,411-87.6% | $5,403-85.3% |