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 | $25,969 | $41,377-37.2% | $109,313-76.2% | $62,881-58.7% |
| Participation rate | 50.9% | 57.5%-6.6pp | 71.3%-20.3pp | 69.3%-18.4pp |
| Annual return | -4.98% | 11.05%-16.0pp | 22.07%-27.1pp | 20.14%-25.1pp |
| Employer contribution / active EE | $258 | $1,276-79.8% | $3,892-93.4% | $2,281-88.7% |
| Participant deferral / active EE | $1,442 | $2,045-29.5% | $3,166-54.4% | $3,203-55.0% |
| Admin fee / account holder | $1,633 | $2,884-43.4% | $5,666-71.2% | $4,296-62.0% |