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 | $41,879 | $62,589-33.1% | $76,768-45.4% | $64,173-34.7% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | -8.95% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $498 | $1,832-72.8% | $2,485-80.0% | $2,381-79.1% |
| Participant deferral / active EE | $1,776 | $3,145-43.5% | $3,852-53.9% | $3,470-48.8% |
| Admin fee / account holder | $3,712 | $4,667-20.5% | $6,675-44.4% | $4,887-24.0% |