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 | $33,298 | $67,411-50.6% | $91,004-63.4% | $70,131-52.5% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 11.20% | -40.16%+51.4pp | 4.60%+6.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $368 | $1,786-79.4% | $2,456-85.0% | $2,342-84.3% |
| Participant deferral / active EE | $1,389 | $2,823-50.8% | $3,548-60.8% | $3,332-58.3% |
| Admin fee / account holder | $1,832 | $4,236-56.8% | $5,417-66.2% | $4,645-60.6% |