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 | $39,164 | $109,372-64.2% | $89,414-56.2% | $158,966-75.4% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | -0.93% | 345.55%-346.5pp | 245.50%-246.4pp | 302.95%-303.9pp |
| Employer contribution / active EE | $877 | $3,171-72.3% | $2,586-66.1% | $4,762-81.6% |
| Participant deferral / active EE | $5,637 | $4,598+22.6% | $3,890+44.9% | $5,983-5.8% |
| Admin fee / account holder | $4,620 | $6,156-24.9% | $4,883-5.4% | $11,250-58.9% |