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 | $15,044 | $73,863-79.6% | $143,797-89.5% | $68,490-78.0% |
| Participation rate | 27.4% | 66.7%-39.3pp | 80.3%-52.9pp | 67.9%-40.5pp |
| Annual return | -25.22% | 0.91%-26.1pp | -0.04%-25.2pp | -7.85%-17.4pp |
| Employer contribution / active EE | $890 | $3,185-72.1% | $4,952-82.0% | $2,597-65.7% |
| Participant deferral / active EE | $3,096 | $3,385-8.5% | $5,638-45.1% | $4,028-23.1% |
| Admin fee / account holder | $772 | $5,756-86.6% | $14,679-94.7% | $5,403-85.7% |