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 | $24,108 | $70,002-65.6% | $115,038-79.0% | $52,331-53.9% |
| Participation rate | 39.7% | 72.1%-32.4pp | 81.4%-41.7pp | 68.1%-28.4pp |
| Annual return | -5.36% | 4.04%-9.4pp | 26.14%-31.5pp | 4.54%-9.9pp |
| Employer contribution / active EE | $1,053 | $2,715-61.2% | $4,608-77.2% | $1,882-44.1% |
| Participant deferral / active EE | $2,929 | $4,920-40.5% | $6,026-51.4% | $3,022-3.1% |
| Admin fee / account holder | $315 | $566-44.3% | $8,175-96.1% | $592-46.7% |