Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,861 | $42,383-43.7% | $76,518-68.8% | $64,173-62.8% |
| Participation rate | 12.5% | 58.1%-45.6pp | 68.0%-55.5pp | 69.6%-57.1pp |
| Annual return | -19.90% | -16.54%-3.4pp | -0.27%-19.6pp | 7.63%-27.5pp |
| Employer contribution / active EE | $516 | $1,563-67.0% | $2,647-80.5% | $2,381-78.3% |
| Participant deferral / active EE | $1,259 | $2,566-50.9% | $3,836-67.2% | $3,470-63.7% |
| Admin fee / account holder | $382 | $3,198-88.1% | $4,849-92.1% | $4,887-92.2% |