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 | $20,223 | $49,280-59.0% | $67,313-70.0% | $64,173-68.5% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.1%-22.7pp | 69.6%-23.1pp |
| Annual return | -8.85% | -1.39%-7.5pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $666 | $1,668-60.1% | $2,566-74.0% | $2,381-72.0% |
| Participant deferral / active EE | $1,931 | $2,484-22.3% | $3,568-45.9% | $3,470-44.4% |
| Admin fee / account holder | $771 | $3,863-80.0% | $4,507-82.9% | $4,887-84.2% |