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 | $20,351 | $88,707-77.1% | $74,184-72.6% | $273,972-92.6% |
| Participation rate | 12.5% | 79.4%-66.9pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 0.51% | 11.94%-11.4pp | 17.74%-17.2pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,348 | $4,212-44.2% | $3,550-33.8% | $5,287-55.6% |
| Admin fee / account holder | $27,818 | $8,717+219.1% | $5,586+398.0% | $10,133+174.5% |