Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,385 | $53,162-57.9% | $91,225-75.5% | $68,486-67.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 73.2%-30.3pp | 67.9%-25.0pp |
| Annual return | -23.42% | -3.14%-20.3pp | 114.12%-137.5pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,156 | $1,709-32.4% | $2,851-59.4% | $2,597-55.5% |
| Participant deferral / active EE | $2,373 | $2,974-20.2% | $4,233-43.9% | $4,028-41.1% |
| Admin fee / account holder | $2,347 | $4,493-47.8% | $5,422-56.7% | $5,404-56.6% |