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 | $33,529 | $59,813-43.9% | $79,580-57.9% | $68,486-51.0% |
| Participation rate | 47.7% | 61.1%-13.3pp | 69.5%-21.8pp | 67.9%-20.2pp |
| Annual return | -22.16% | -12.30%-9.9pp | 0.15%-22.3pp | -7.85%-14.3pp |
| Employer contribution / active EE | $324 | $1,505-78.5% | $2,413-86.6% | $2,597-87.5% |
| Participant deferral / active EE | $3,239 | $3,024+7.1% | $3,985-18.7% | $4,028-19.6% |
| Admin fee / account holder | $2,096 | $4,835-56.6% | $6,835-69.3% | $5,404-61.2% |