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 | $13,213 | $75,962-82.6% | $154,108-91.4% | $64,173-79.4% |
| Participation rate | 40.3% | 70.4%-30.2pp | 83.0%-42.8pp | 69.6%-29.3pp |
| Annual return | -23.55% | 30.32%-53.9pp | 735.21%-758.8pp | 7.63%-31.2pp |
| Employer contribution / active EE | $558 | $3,350-83.4% | $5,298-89.5% | $2,381-76.6% |
| Participant deferral / active EE | $898 | $3,175-71.7% | $5,081-82.3% | $3,470-74.1% |
| Admin fee / account holder | $1,061 | $5,589-81.0% | $13,411-92.1% | $4,887-78.3% |