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 | $51,546 | $48,300+6.7% | $40,145,923-99.9% | $62,881-18.0% |
| Participation rate | 46.3% | 62.0%-15.7pp | 68.4%-22.1pp | 69.3%-23.0pp |
| Annual return | -3.38% | 6.95%-10.3pp | 5.24%-8.6pp | 20.14%-23.5pp |
| Employer contribution / active EE | $460 | $1,333-65.5% | $1,844-75.1% | $2,281-79.8% |
| Participant deferral / active EE | $1,265 | $2,388-47.0% | $2,591-51.2% | $3,203-60.5% |
| Admin fee / account holder | $728 | $2,919-75.1% | $2,903-74.9% | $4,296-83.1% |