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 | $17,618 | $77,638-77.3% | $156,551-88.7% | $62,881-72.0% |
| Participation rate | 61.3% | 71.2%-9.9pp | 84.0%-22.7pp | 69.3%-8.0pp |
| Annual return | -3.59% | 50.33%-53.9pp | 32.23%-35.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $871 | $3,444-74.7% | $5,501-84.2% | $2,281-61.8% |
| Participant deferral / active EE | $1,162 | $3,046-61.9% | $4,871-76.2% | $3,203-63.7% |
| Admin fee / account holder | $10,971 | $5,561+97.3% | $13,028-15.8% | $4,296+155.4% |