Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,825 | $41,981-21.8% | $63,412-48.2% | $59,633-45.0% |
| Participation rate | 67.2% | 60.3%+6.9pp | 67.1%+0.1pp | 68.7%-1.5pp |
| Annual return | -2.97% | 13.04%-16.0pp | 4.04%-7.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $252 | $1,287-80.4% | $1,814-86.1% | $2,203-88.6% |
| Participant deferral / active EE | $1,934 | $2,002-3.4% | $2,496-22.5% | $3,192-39.4% |
| Admin fee / account holder | $548 | $3,509-84.4% | $3,753-85.4% | $4,297-87.3% |