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 | $12,990 | $73,848-82.4% | $143,799-91.0% | $68,486-81.0% |
| Participation rate | 38.6% | 66.7%-28.0pp | 80.3%-41.7pp | 67.9%-29.3pp |
| Annual return | -23.91% | 0.91%-24.8pp | -0.04%-23.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $723 | $3,184-77.3% | $4,952-85.4% | $2,597-72.2% |
| Participant deferral / active EE | $1,606 | $3,385-52.6% | $5,638-71.5% | $4,028-60.1% |
| Admin fee / account holder | $832 | $5,755-85.5% | $14,677-94.3% | $5,404-84.6% |