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 | $17,886 | $86,701-79.4% | $73,309-75.6% | $125,389-85.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -4.51% | 2.78%-7.3pp | 5.67%-10.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,436 | $4,152-65.4% | $3,237-55.7% | $4,866-70.5% |
| Participant deferral / active EE | $3,698 | $5,549-33.4% | $4,991-25.9% | $5,352-30.9% |
| Admin fee / account holder | $5,319 | $7,768-31.5% | $5,635-5.6% | $9,541-44.2% |