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 | $12,476 | $30,732-59.4% | $59,496-79.0% | $59,633-79.1% |
| Participation rate | 41.2% | 43.2%-2.0pp | 54.6%-13.4pp | 68.7%-27.5pp |
| Annual return | -4.51% | 4.47%-9.0pp | 182.05%-186.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $449 | $631-28.9% | $1,153-61.1% | $2,203-79.6% |
| Participant deferral / active EE | $1,389 | $1,183+17.4% | $1,829-24.1% | $3,192-56.5% |
| Admin fee / account holder | $706 | $2,136-66.9% | $2,232-68.4% | $4,297-83.6% |