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 | $12,809 | $54,355-76.4% | $82,744-84.5% | $68,486-81.3% |
| Participation rate | 42.9% | 63.9%-21.1pp | 72.6%-29.7pp | 67.9%-25.0pp |
| Annual return | -21.12% | -13.67%-7.5pp | 702.22%-723.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $436 | $2,219-80.3% | $3,008-85.5% | $2,597-83.2% |
| Participant deferral / active EE | $1,553 | $3,246-52.2% | $4,395-64.7% | $4,028-61.4% |
| Admin fee / account holder | $688 | $4,397-84.4% | $5,325-87.1% | $5,404-87.3% |