Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,418 | $59,819-70.9% | $79,583-78.1% | $68,490-74.6% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.5%-32.0pp | 67.9%-30.4pp |
| Annual return | -21.24% | -12.30%-8.9pp | 0.16%-21.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $1,074 | $1,505-28.6% | $2,414-55.5% | $2,597-58.6% |
| Participant deferral / active EE | $2,012 | $3,025-33.5% | $3,986-49.5% | $4,028-50.0% |
| Admin fee / account holder | $712 | $4,835-85.3% | $6,835-89.6% | $5,403-86.8% |