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 | $10,367 | $27,632-62.5% | $61,452-83.1% | $68,486-84.9% |
| Participation rate | 31.4% | 39.5%-8.1pp | 52.6%-21.1pp | 67.9%-36.5pp |
| Annual return | -23.41% | -13.24%-10.2pp | 338.96%-362.4pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,215 | $696+74.6% | $1,160+4.8% | $2,597-53.2% |
| Participant deferral / active EE | $1,955 | $1,264+54.7% | $2,125-8.0% | $4,028-51.5% |
| Admin fee / account holder | $3,236 | $2,010+61.0% | $2,131+51.8% | $5,404-40.1% |