Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,956 | $73,848-83.8% | $143,799-91.7% | $68,486-82.5% |
| Participation rate | 53.2% | 66.7%-13.5pp | 80.3%-27.1pp | 67.9%-14.7pp |
| Annual return | -21.11% | 0.91%-22.0pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $936 | $3,184-70.6% | $4,952-81.1% | $2,597-63.9% |
| Participant deferral / active EE | $1,758 | $3,385-48.1% | $5,638-68.8% | $4,028-56.4% |
| Admin fee / account holder | $411 | $5,755-92.9% | $14,677-97.2% | $5,404-92.4% |