Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,451 | $73,848-85.8% | $143,799-92.7% | $68,486-84.7% |
| Participation rate | 39.7% | 66.7%-27.0pp | 80.3%-40.7pp | 67.9%-28.2pp |
| Annual return | -22.75% | 0.91%-23.7pp | -0.04%-22.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $955 | $3,184-70.0% | $4,952-80.7% | $2,597-63.2% |
| Participant deferral / active EE | $1,906 | $3,385-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $314 | $5,755-94.5% | $14,677-97.9% | $5,404-94.2% |