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 | $11,477 | $32,117-64.3% | $71,086-83.9% | $64,173-82.1% |
| Participation rate | 46.4% | 42.7%+3.7pp | 54.7%-8.3pp | 69.6%-23.2pp |
| Annual return | -13.99% | -5.57%-8.4pp | 650.59%-664.6pp | 7.63%-21.6pp |
| Employer contribution / active EE | $903 | $712+26.9% | $1,088-16.9% | $2,381-62.1% |
| Participant deferral / active EE | $1,680 | $1,263+33.0% | $1,874-10.4% | $3,470-51.6% |
| Admin fee / account holder | $545 | $2,759-80.2% | $3,082-82.3% | $4,887-88.8% |