Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,843 | $64,719-64.7% | $112,249-79.6% | $68,486-66.6% |
| Participation rate | 7.4% | 67.2%-59.7pp | 75.1%-67.7pp | 67.9%-60.5pp |
| Annual return | -21.37% | -11.40%-10.0pp | 27.48%-48.8pp | -7.85%-13.5pp |
| Employer contribution / active EE | $958 | $2,747-65.1% | $3,636-73.6% | $2,597-63.1% |
| Participant deferral / active EE | $1,572 | $3,565-55.9% | $4,729-66.7% | $4,028-61.0% |
| Admin fee / account holder | $6,051 | $5,232+15.6% | $6,412-5.6% | $5,404+12.0% |