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 | $15,030 | $49,177-69.4% | $79,466-81.1% | $64,173-76.6% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.6%-27.3pp |
| Annual return | -11.01% | -1.16%-9.8pp | 718.28%-729.3pp | 7.63%-18.6pp |
| Employer contribution / active EE | $988 | $2,076-52.4% | $2,800-64.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,430 | $2,821-13.9% | $3,704-34.4% | $3,470-30.0% |
| Admin fee / account holder | $1,142 | $3,839-70.3% | $5,104-77.6% | $4,887-76.6% |