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 | $27,837 | $65,083-57.2% | $143,788-80.6% | $66,930-58.4% |
| Participation rate | 28.8% | 65.2%-36.4pp | 80.3%-51.5pp | 69.8%-41.0pp |
| Annual return | -20.97% | -11.13%-9.8pp | -0.03%-20.9pp | 1.57%-22.5pp |
| Employer contribution / active EE | $617 | $2,361-73.9% | $4,952-87.5% | $2,545-75.8% |
| Participant deferral / active EE | $1,296 | $2,920-55.6% | $5,638-77.0% | $4,238-69.4% |
| Admin fee / account holder | $505 | $502+0.5% | $14,675-96.6% | $593-14.9% |