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 | $32,089 | $59,016-45.6% | $88,179-63.6% | $100,573-68.1% |
| Participation rate | 6.6% | 28.1%-21.5pp | 69.1%-62.5pp | 70.9%-64.3pp |
| Annual return | 2.31% | 14.54%-12.2pp | 64.97%-62.7pp | 18.89%-16.6pp |
| Employer contribution / active EE | $0 | $1,685-100.0% | $2,549-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $231 | $1,701-86.4% | $4,614-95.0% | $4,921-95.3% |
| Admin fee / account holder | $687 | $3,465-80.2% | $7,673-91.1% | $454+51.2% |