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 | $20,369 | $44,221-53.9% | $121,208-83.2% | $56,287-63.8% |
| Participation rate | 61.0% | 61.1%-0.1pp | 71.8%-10.8pp | 69.9%-8.9pp |
| Annual return | -8.40% | -3.58%-4.8pp | 16.93%-25.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,232 | $1,480-16.8% | $4,023-69.4% | $2,111-41.6% |
| Participant deferral / active EE | $2,481 | $2,521-1.6% | $3,345-25.8% | $3,350-25.9% |
| Admin fee / account holder | $467 | $480-2.8% | $5,020-90.7% | $521-10.3% |