Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,010 | $73,863-85.1% | $143,797-92.3% | $68,490-83.9% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | -22.50% | 0.91%-23.4pp | -0.04%-22.5pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,037 | $3,385-69.4% | $5,638-81.6% | $4,028-74.3% |
| Admin fee / account holder | $852 | $5,756-85.2% | $14,679-94.2% | $5,403-84.2% |