Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,502 | $45,872-44.4% | $77,096-66.9% | $68,486-62.8% |
| Participation rate | 24.1% | 55.9%-31.8pp | 67.9%-43.8pp | 67.9%-43.8pp |
| Annual return | -29.52% | 1.73%-31.2pp | 42.35%-71.9pp | -7.85%-21.7pp |
| Employer contribution / active EE | $601 | $1,650-63.6% | $2,814-78.6% | $2,597-76.8% |
| Participant deferral / active EE | $1,397 | $2,963-52.9% | $4,429-68.5% | $4,028-65.3% |
| Admin fee / account holder | $355 | $3,041-88.3% | $5,428-93.5% | $5,404-93.4% |