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 | $22,361 | $69,012-67.6% | $160,037-86.0% | $68,490-67.4% |
| Participation rate | 45.5% | 65.4%-20.0pp | 78.0%-32.5pp | 67.9%-22.4pp |
| Annual return | -19.96% | -9.65%-10.3pp | 408.95%-428.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,301 | $2,212-41.2% | $4,226-69.2% | $2,597-49.9% |
| Participant deferral / active EE | $2,935 | $4,212-30.3% | $6,184-52.5% | $4,028-27.1% |
| Admin fee / account holder | $966 | $4,798-79.9% | $8,716-88.9% | $5,403-82.1% |