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 | $26,187 | $73,863-64.5% | $143,797-81.8% | $68,490-61.8% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -19.60% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,027 | $3,185-67.8% | $4,952-79.3% | $2,597-60.5% |
| Participant deferral / active EE | $1,374 | $3,385-59.4% | $5,638-75.6% | $4,028-65.9% |
| Admin fee / account holder | $1,779 | $5,756-69.1% | $14,679-87.9% | $5,403-67.1% |