Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,551 | $69,012-70.2% | $160,009-87.2% | $68,486-70.0% |
| Participation rate | 17.1% | 65.4%-48.3pp | 78.0%-60.8pp | 67.9%-50.8pp |
| Annual return | -20.15% | -9.65%-10.5pp | 408.85%-429.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,663 | $4,212-60.5% | $6,183-73.1% | $4,028-58.7% |
| Admin fee / account holder | $1,814 | $4,798-62.2% | $8,715-79.2% | $5,404-66.4% |