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 | $21,943 | $40,275-45.5% | $57,356-61.7% | $59,633-63.2% |
| Participation rate | 42.0% | 69.1%-27.2pp | 75.1%-33.1pp | 68.7%-26.7pp |
| Annual return | -3.37% | 27.52%-30.9pp | 24.41%-27.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $712 | $1,921-62.9% | $2,689-73.5% | $2,203-67.7% |
| Participant deferral / active EE | $856 | $2,400-64.3% | $3,162-72.9% | $3,192-73.2% |
| Admin fee / account holder | $980 | $2,820-65.2% | $3,357-70.8% | $4,297-77.2% |