Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,332 | $59,819-71.0% | $79,583-78.2% | $68,490-74.7% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | -24.18% | -12.30%-11.9pp | 0.16%-24.3pp | -7.85%-16.3pp |
| Employer contribution / active EE | $1,491 | $1,505-1.0% | $2,414-38.2% | $2,597-42.6% |
| Participant deferral / active EE | $4,965 | $3,025+64.1% | $3,986+24.6% | $4,028+23.3% |
| Admin fee / account holder | $511 | $4,835-89.4% | $6,835-92.5% | $5,403-90.5% |