Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,584 | $73,839-78.9% | $143,788-89.2% | $68,495-77.2% |
| Participation rate | 36.1% | 66.7%-30.6pp | 80.3%-44.2pp | 67.9%-31.8pp |
| Annual return | -20.63% | 1.01%-21.6pp | -0.03%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $912 | $3,184-71.4% | $4,952-81.6% | $2,596-64.9% |
| Participant deferral / active EE | $1,661 | $3,384-50.9% | $5,638-70.5% | $4,028-58.8% |
| Admin fee / account holder | $417 | $5,755-92.7% | $14,675-97.2% | $5,403-92.3% |