Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,708 | $45,119-63.0% | $85,126-80.4% | $74,429-77.6% |
| Participation rate | 21.2% | 49.4%-28.2pp | 67.5%-46.4pp | 67.2%-46.0pp |
| Annual return | -3.96% | 26.28%-30.2pp | 66.63%-70.6pp | 1368.38%-1372.3pp |
| Employer contribution / active EE | $833 | $1,460-42.9% | $2,731-69.5% | $2,625-68.2% |
| Participant deferral / active EE | $1,495 | $2,738-45.4% | $4,523-66.9% | $4,348-65.6% |
| Admin fee / account holder | $2,165 | $2,214-2.2% | $6,160-64.9% | $1,944+11.3% |