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 | $19,654 | $73,839-73.4% | $143,788-86.3% | $68,495-71.3% |
| Participation rate | 28.8% | 66.7%-37.9pp | 80.3%-51.5pp | 67.9%-39.1pp |
| Annual return | -23.03% | 1.01%-24.0pp | -0.03%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $913 | $3,184-71.3% | $4,952-81.6% | $2,596-64.9% |
| Participant deferral / active EE | $2,726 | $3,384-19.5% | $5,638-51.7% | $4,028-32.3% |
| Admin fee / account holder | $441 | $5,755-92.3% | $14,675-97.0% | $5,403-91.8% |