Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,549 | $62,715-70.4% | $104,301-82.2% | $66,938-72.3% |
| Participation rate | 57.3% | 59.6%-2.3pp | 73.3%-16.0pp | 69.8%-12.6pp |
| Annual return | -18.78% | -14.70%-4.1pp | 24.61%-43.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,391 | $1,976-29.6% | $3,373-58.8% | $2,545-45.4% |
| Participant deferral / active EE | $2,177 | $2,852-23.7% | $4,626-52.9% | $4,238-48.6% |
| Admin fee / account holder | $3,106 | $657+372.9% | $7,340-57.7% | $594+423.3% |