Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,621 | $64,719-66.6% | $112,249-80.7% | $68,486-68.4% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -20.76% | -11.40%-9.4pp | 27.48%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,080 | $2,747-60.7% | $3,636-70.3% | $2,597-58.4% |
| Participant deferral / active EE | $2,472 | $3,565-30.7% | $4,729-47.7% | $4,028-38.6% |
| Admin fee / account holder | $871 | $5,232-83.4% | $6,412-86.4% | $5,404-83.9% |