Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,696 | $45,602-48.0% | $117,533-79.8% | $66,938-64.6% |
| Participation rate | 46.3% | 57.6%-11.3pp | 70.6%-24.3pp | 69.8%-23.5pp |
| Annual return | -20.06% | -16.74%-3.3pp | 29.77%-49.8pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,285 | $1,579-18.6% | $4,179-69.2% | $2,545-49.5% |
| Participant deferral / active EE | $2,145 | $2,845-24.6% | $4,072-47.3% | $4,238-49.4% |
| Admin fee / account holder | $881 | $661+33.3% | $5,647-84.4% | $594+48.4% |