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 | $18,959 | $73,848-74.3% | $143,799-86.8% | $68,486-72.3% |
| Participation rate | 59.0% | 66.7%-7.7pp | 80.3%-21.3pp | 67.9%-8.9pp |
| Annual return | -21.13% | 0.91%-22.0pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,525 | $3,184-52.1% | $4,952-69.2% | $2,597-41.3% |
| Participant deferral / active EE | $3,902 | $3,385+15.3% | $5,638-30.8% | $4,028-3.1% |
| Admin fee / account holder | $2,121 | $5,755-63.1% | $14,677-85.5% | $5,404-60.7% |