Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,575 | $46,697-60.2% | $117,533-84.2% | $68,486-72.9% |
| Participation rate | 37.8% | 56.8%-18.9pp | 70.6%-32.8pp | 67.9%-30.1pp |
| Annual return | -20.78% | -14.52%-6.3pp | 29.77%-50.5pp | -7.85%-12.9pp |
| Employer contribution / active EE | $931 | $1,506-38.1% | $4,179-77.7% | $2,597-64.1% |
| Participant deferral / active EE | $2,251 | $2,637-14.7% | $4,072-44.7% | $4,028-44.1% |
| Admin fee / account holder | $668 | $4,023-83.4% | $5,647-88.2% | $5,404-87.6% |