Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,504 | $57,590-66.1% | $86,233-77.4% | $82,448-76.3% |
| Participation rate | 20.5% | 57.9%-37.4pp | 69.0%-48.5pp | 68.1%-47.6pp |
| Annual return | -26.46% | 22.41%-48.9pp | 61.39%-87.9pp | 41.64%-68.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,654 | $3,080-46.3% | $4,559-63.7% | $4,139-60.0% |
| Admin fee / account holder | $6,792 | $4,730+43.6% | $8,342-18.6% | $7,234-6.1% |