Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,626 | $45,872-61.6% | $77,096-77.1% | $68,486-74.3% |
| Participation rate | 29.6% | 55.9%-26.3pp | 67.9%-38.3pp | 67.9%-38.3pp |
| Annual return | -21.43% | 1.73%-23.2pp | 42.35%-63.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $760 | $1,650-53.9% | $2,814-73.0% | $2,597-70.7% |
| Participant deferral / active EE | $1,139 | $2,963-61.6% | $4,429-74.3% | $4,028-71.7% |
| Admin fee / account holder | $1,561 | $3,041-48.7% | $5,428-71.2% | $5,404-71.1% |