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 | $22,049 | $110,379-80.0% | $102,412-78.5% | $145,884-84.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | -10.81% | 24.84%-35.7pp | 24.94%-35.8pp | 551.85%-562.7pp |
| Employer contribution / active EE | $878 | $4,216-79.2% | $3,870-77.3% | $4,662-81.2% |
| Participant deferral / active EE | $1,949 | $5,622-65.3% | $5,060-61.5% | $6,690-70.9% |
| Admin fee / account holder | $7,163 | $9,745-26.5% | $8,388-14.6% | $13,392-46.5% |