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 | $23,066 | $77,638-70.3% | $156,551-85.3% | $62,881-63.3% |
| Participation rate | 36.8% | 71.2%-34.4pp | 84.0%-47.2pp | 69.3%-32.5pp |
| Annual return | -1.73% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $553 | $3,444-83.9% | $5,501-89.9% | $2,281-75.7% |
| Participant deferral / active EE | $1,184 | $3,046-61.1% | $4,871-75.7% | $3,203-63.0% |
| Admin fee / account holder | $677 | $5,561-87.8% | $13,028-94.8% | $4,296-84.2% |