Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,241 | $73,839-69.9% | $143,788-84.5% | $68,495-67.5% |
| Participation rate | 43.5% | 66.7%-23.2pp | 80.3%-36.8pp | 67.9%-24.4pp |
| Annual return | -24.21% | 1.01%-25.2pp | -0.03%-24.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $854 | $3,184-73.2% | $4,952-82.7% | $2,596-67.1% |
| Participant deferral / active EE | $3,477 | $3,384+2.7% | $5,638-38.3% | $4,028-13.7% |
| Admin fee / account holder | $513 | $5,755-91.1% | $14,675-96.5% | $5,403-90.5% |