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 | $27,859 | $25,979+7.2% | $71,702-61.1% | $68,495-59.3% |
| Participation rate | 13.0% | 54.5%-41.5pp | 62.3%-49.3pp | 67.9%-54.8pp |
| Annual return | -26.77% | -15.10%-11.7pp | 9.14%-35.9pp | -7.84%-18.9pp |
| Employer contribution / active EE | $334 | $900-62.9% | $1,704-80.4% | $2,596-87.1% |
| Participant deferral / active EE | $418 | $1,522-72.6% | $2,658-84.3% | $4,028-89.6% |
| Admin fee / account holder | $1,930 | $2,022-4.6% | $3,974-51.4% | $5,403-64.3% |