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 | $25,310 | $59,186-57.2% | $76,768-67.0% | $56,287-55.0% |
| Participation rate | 35.2% | 75.2%-40.0pp | 77.0%-41.7pp | 69.9%-34.6pp |
| Annual return | -9.01% | 6.62%-15.6pp | 2.43%-11.4pp | -9.96%+0.9pp |
| Employer contribution / active EE | $687 | $1,759-61.0% | $2,485-72.4% | $2,111-67.5% |
| Participant deferral / active EE | $1,880 | $3,255-42.2% | $3,852-51.2% | $3,350-43.9% |
| Admin fee / account holder | $753 | $489+53.9% | $6,675-88.7% | $521+44.5% |