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 | $28,725 | $45,872-37.4% | $77,096-62.7% | $68,486-58.1% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -22.11% | 1.73%-23.8pp | 42.35%-64.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,293 | $2,963-56.3% | $4,429-70.8% | $4,028-67.9% |
| Admin fee / account holder | $921 | $3,041-69.7% | $5,428-83.0% | $5,404-82.9% |