Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,407 | $48,235-51.5% | $68,803-66.0% | $68,490-65.8% |
| Participation rate | 36.1% | 60.7%-24.6pp | 69.0%-32.9pp | 67.9%-31.8pp |
| Annual return | -20.06% | -12.70%-7.4pp | -6.37%-13.7pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,478 | $1,829-19.2% | $2,656-44.3% | $2,597-43.1% |
| Participant deferral / active EE | $3,310 | $2,867+15.5% | $3,942-16.0% | $4,028-17.8% |
| Admin fee / account holder | $2,017 | $4,361-53.8% | $4,936-59.1% | $5,403-62.7% |