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 | $9,757 | $25,979-62.4% | $71,755-86.4% | $68,486-85.8% |
| Participation rate | 56.0% | 54.5%+1.5pp | 62.3%-6.3pp | 67.9%-11.9pp |
| Annual return | -25.41% | -15.10%-10.3pp | 9.09%-34.5pp | -7.85%-17.6pp |
| Employer contribution / active EE | $1,457 | $900+61.8% | $1,704-14.5% | $2,597-43.9% |
| Participant deferral / active EE | $2,613 | $1,522+71.6% | $2,656-1.6% | $4,028-35.1% |
| Admin fee / account holder | $840 | $2,022-58.4% | $3,972-78.8% | $5,404-84.4% |