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 | $38,949 | $46,697-16.6% | $117,533-66.9% | $68,486-43.1% |
| Participation rate | 17.9% | 56.8%-38.9pp | 70.6%-52.7pp | 67.9%-50.0pp |
| Annual return | -19.85% | -14.52%-5.3pp | 29.77%-49.6pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,088 | $2,637-58.8% | $4,072-73.3% | $4,028-73.0% |
| Admin fee / account holder | $659 | $4,023-83.6% | $5,647-88.3% | $5,404-87.8% |