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 | $29,366 | $39,132-25.0% | $57,196-48.7% | $62,881-53.3% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | -1.01% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $631 | $1,874-66.3% | $2,683-76.5% | $2,281-72.3% |
| Participant deferral / active EE | $1,487 | $2,374-37.4% | $3,096-52.0% | $3,203-53.6% |
| Admin fee / account holder | $307 | $2,594-88.2% | $3,141-90.2% | $4,296-92.9% |