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 | $37,978 | $62,583-39.3% | $76,767-50.5% | $64,173-40.8% |
| Participation rate | 60.5% | 72.8%-12.3pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -7.99% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $548 | $1,832-70.1% | $2,485-78.0% | $2,381-77.0% |
| Participant deferral / active EE | $1,825 | $3,145-42.0% | $3,852-52.6% | $3,470-47.4% |
| Admin fee / account holder | $502 | $4,667-89.3% | $6,675-92.5% | $4,887-89.7% |