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 | $16,829 | $75,962-77.8% | $154,108-89.1% | $64,173-73.8% |
| Participation rate | 27.1% | 70.4%-43.3pp | 83.0%-56.0pp | 69.6%-42.5pp |
| Annual return | -15.76% | 30.32%-46.1pp | 735.21%-751.0pp | 7.63%-23.4pp |
| Employer contribution / active EE | $1,009 | $3,350-69.9% | $5,298-81.0% | $2,381-57.6% |
| Participant deferral / active EE | $1,792 | $3,175-43.6% | $5,081-64.7% | $3,470-48.4% |
| Admin fee / account holder | $965 | $5,589-82.7% | $13,411-92.8% | $4,887-80.3% |