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 | $20,709 | $50,464-59.0% | $75,784-72.7% | $52,331-60.4% |
| Participation rate | 41.0% | 66.8%-25.8pp | 75.8%-34.8pp | 68.1%-27.1pp |
| Annual return | -3.16% | 1.03%-4.2pp | 9.68%-12.8pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,046 | $1,988-47.4% | $3,323-68.5% | $1,882-44.4% |
| Participant deferral / active EE | $1,503 | $2,570-41.5% | $3,652-58.8% | $3,022-50.3% |
| Admin fee / account holder | $401 | $1,103-63.6% | $5,300-92.4% | $592-32.1% |