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 | $29,516 | $32,037-7.9% | $69,182-57.3% | $62,881-53.1% |
| Participation rate | 27.5% | 43.4%-15.9pp | 55.1%-27.6pp | 69.3%-41.8pp |
| Annual return | 1.10% | 15.16%-14.1pp | -21.93%+23.0pp | 20.14%-19.0pp |
| Employer contribution / active EE | $246 | $679-63.8% | $1,206-79.6% | $2,281-89.2% |
| Participant deferral / active EE | $667 | $1,185-43.7% | $1,897-64.8% | $3,203-79.2% |
| Admin fee / account holder | $1,137 | $2,608-56.4% | $2,697-57.8% | $4,296-73.5% |