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 | $32,958 | $53,596-38.5% | $90,655-63.6% | $64,181-48.6% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -9.08% | 4.41%-13.5pp | 1.89%-11.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $723 | $1,503-51.9% | $2,532-71.4% | $2,381-69.6% |
| Participant deferral / active EE | $2,066 | $2,459-16.0% | $3,425-39.7% | $3,470-40.4% |
| Admin fee / account holder | $500 | $3,868-87.1% | $4,994-90.0% | $4,887-89.8% |