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 | $39,379 | $41,377-4.8% | $109,313-64.0% | $62,881-37.4% |
| Participation rate | 34.0% | 57.5%-23.6pp | 71.3%-37.3pp | 69.3%-35.3pp |
| Annual return | -0.30% | 11.05%-11.4pp | 22.07%-22.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $241 | $1,276-81.1% | $3,892-93.8% | $2,281-89.5% |
| Participant deferral / active EE | $978 | $2,045-52.2% | $3,166-69.1% | $3,203-69.5% |
| Admin fee / account holder | $305 | $2,884-89.4% | $5,666-94.6% | $4,296-92.9% |