Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,845 | $78,027-75.8% | $178,528-89.4% | $80,925-76.7% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.2pp | 67.7%+0.2pp |
| Annual return | -24.56% | 18.09%-42.7pp | 27.11%-51.7pp | 35.65%-60.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,123 | $4,408-51.8% | $6,278-66.2% | $4,299-50.6% |
| Admin fee / account holder | $6,238 | $7,168-13.0% | $10,419-40.1% | $6,940-10.1% |