Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,210 | $77,638-66.2% | $156,551-83.3% | $62,881-58.3% |
| Participation rate | 37.3% | 71.2%-33.9pp | 84.0%-46.7pp | 69.3%-32.0pp |
| Annual return | -1.30% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $449 | $3,444-87.0% | $5,501-91.8% | $2,281-80.3% |
| Participant deferral / active EE | $1,000 | $3,046-67.2% | $4,871-79.5% | $3,203-68.8% |
| Admin fee / account holder | $4,477 | $5,561-19.5% | $13,028-65.6% | $4,296+4.2% |