Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,388 | $91,179-72.2% | $178,499-85.8% | $79,852-68.2% |
| Participation rate | 30.9% | 69.2%-38.3pp | 81.9%-51.0pp | 69.6%-38.7pp |
| Annual return | 0.44% | 24.19%-23.8pp | 151.10%-150.7pp | 31.72%-31.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,048 | $3,236-67.6% | $5,202-79.8% | $3,740-72.0% |
| Admin fee / account holder | $5,695 | $6,749-15.6% | $13,986-59.3% | $5,306+7.3% |