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 | $13,326 | $32,117-58.5% | $71,086-81.3% | $64,173-79.2% |
| Participation rate | 34.4% | 42.7%-8.3pp | 54.7%-20.3pp | 69.6%-35.2pp |
| Annual return | -11.63% | -5.57%-6.1pp | 650.59%-662.2pp | 7.63%-19.3pp |
| Employer contribution / active EE | $870 | $712+22.2% | $1,088-20.0% | $2,381-63.4% |
| Participant deferral / active EE | $2,191 | $1,263+73.5% | $1,874+16.9% | $3,470-36.9% |
| Admin fee / account holder | $465 | $2,759-83.2% | $3,082-84.9% | $4,887-90.5% |