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 | $12,707 | $43,344-70.7% | $59,899-78.8% | $64,173-80.2% |
| Participation rate | 36.8% | 69.2%-32.3pp | 74.7%-37.9pp | 69.6%-32.7pp |
| Annual return | -8.46% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $881 | $2,030-56.6% | $2,723-67.7% | $2,381-63.0% |
| Participant deferral / active EE | $1,531 | $2,547-39.9% | $3,402-55.0% | $3,470-55.9% |
| Admin fee / account holder | $11,487 | $3,008+281.9% | $3,592+219.8% | $4,887+135.0% |