Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,054 | $48,267-31.5% | $68,794-52.0% | $68,495-51.7% |
| Participation rate | 14.6% | 60.7%-46.1pp | 69.0%-54.4pp | 67.9%-53.3pp |
| Annual return | -20.72% | -12.70%-8.0pp | -6.37%-14.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $433 | $1,829-76.3% | $2,656-83.7% | $2,596-83.3% |
| Participant deferral / active EE | $1,609 | $2,867-43.9% | $3,941-59.2% | $4,028-60.0% |
| Admin fee / account holder | $479 | $4,362-89.0% | $4,934-90.3% | $5,403-91.1% |