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 | $45,793 | $61,660-25.7% | $80,022-42.8% | $64,181-28.6% |
| Participation rate | 60.3% | 71.7%-11.4pp | 75.8%-15.5pp | 69.6%-9.3pp |
| Annual return | -7.92% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $837 | $1,810-53.8% | $2,468-66.1% | $2,381-64.8% |
| Participant deferral / active EE | $1,866 | $2,968-37.1% | $3,686-49.4% | $3,470-46.2% |
| Admin fee / account holder | $593 | $5,417-89.1% | $6,521-90.9% | $4,887-87.9% |