Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,583 | $42,383-75.0% | $76,518-86.2% | $64,173-83.5% |
| Participation rate | 27.6% | 58.1%-30.6pp | 68.0%-40.4pp | 69.6%-42.0pp |
| Annual return | -13.68% | -16.54%+2.9pp | -0.27%-13.4pp | 7.63%-21.3pp |
| Employer contribution / active EE | $607 | $1,563-61.2% | $2,647-77.1% | $2,381-74.5% |
| Participant deferral / active EE | $894 | $2,566-65.2% | $3,836-76.7% | $3,470-74.2% |
| Admin fee / account holder | $1,128 | $3,198-64.7% | $4,849-76.7% | $4,887-76.9% |