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 | $21,734 | $48,267-55.0% | $68,808-68.4% | $68,486-68.3% |
| Participation rate | 18.2% | 60.7%-42.5pp | 69.0%-50.8pp | 67.9%-49.7pp |
| Annual return | -24.44% | -12.70%-11.7pp | -6.37%-18.1pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,042 | $2,867-63.7% | $3,942-73.6% | $4,028-74.1% |
| Admin fee / account holder | $3,354 | $4,362-23.1% | $4,936-32.0% | $5,404-37.9% |