Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,927 | $42,917-48.9% | $60,899-64.0% | $68,495-68.0% |
| Participation rate | 66.1% | 66.8%-0.7pp | 73.1%-7.0pp | 67.9%-1.8pp |
| Annual return | -19.27% | -13.99%-5.3pp | 16.92%-36.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $748 | $1,979-62.2% | $2,702-72.3% | $2,596-71.2% |
| Participant deferral / active EE | $2,553 | $2,867-10.9% | $3,817-33.1% | $4,028-36.6% |
| Admin fee / account holder | $1,143 | $3,102-63.2% | $3,225-64.6% | $5,403-78.8% |