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 | $28,495 | $43,075-33.8% | $74,577-61.8% | $62,881-54.7% |
| Participation rate | 38.9% | 58.1%-19.2pp | 68.1%-29.2pp | 69.3%-30.4pp |
| Annual return | -0.21% | 17.50%-17.7pp | 20.47%-20.7pp | 20.14%-20.4pp |
| Employer contribution / active EE | $587 | $1,498-60.8% | $2,525-76.7% | $2,281-74.3% |
| Participant deferral / active EE | $866 | $2,389-63.7% | $3,458-74.9% | $3,203-72.9% |
| Admin fee / account holder | $23,543 | $2,840+729.0% | $4,138+468.9% | $4,296+448.1% |