Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,719 | $45,872-54.8% | $77,096-73.1% | $68,486-69.7% |
| Participation rate | 18.4% | 55.9%-37.6pp | 67.9%-49.6pp | 67.9%-49.5pp |
| Annual return | -21.10% | 1.73%-22.8pp | 42.35%-63.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $3,409 | $1,650+106.6% | $2,814+21.1% | $2,597+31.3% |
| Participant deferral / active EE | $3,874 | $2,963+30.8% | $4,429-12.5% | $4,028-3.8% |
| Admin fee / account holder | $5,746 | $3,041+88.9% | $5,428+5.8% | $5,404+6.3% |