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 | $13,749 | $49,280-72.1% | $67,313-79.6% | $64,173-78.6% |
| Participation rate | 42.0% | 60.8%-18.8pp | 69.1%-27.1pp | 69.6%-27.5pp |
| Annual return | -16.75% | -1.39%-15.4pp | -4.08%-12.7pp | 7.63%-24.4pp |
| Employer contribution / active EE | $2,617 | $1,668+56.9% | $2,566+2.0% | $2,381+9.9% |
| Participant deferral / active EE | $2,009 | $2,484-19.1% | $3,568-43.7% | $3,470-42.1% |
| Admin fee / account holder | $506 | $3,863-86.9% | $4,507-88.8% | $4,887-89.6% |