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 | $22,542 | $48,235-53.3% | $68,803-67.2% | $68,490-67.1% |
| Participation rate | 52.0% | 60.7%-8.7pp | 69.0%-17.0pp | 67.9%-15.9pp |
| Annual return | -25.95% | -12.70%-13.2pp | -6.37%-19.6pp | -7.85%-18.1pp |
| Employer contribution / active EE | $1,778 | $1,829-2.8% | $2,656-33.0% | $2,597-31.5% |
| Participant deferral / active EE | $3,411 | $2,867+19.0% | $3,942-13.5% | $4,028-15.3% |
| Admin fee / account holder | $368 | $4,361-91.6% | $4,936-92.5% | $5,403-93.2% |