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 | $18,446 | $52,678-65.0% | $75,784-75.7% | $59,633-69.1% |
| Participation rate | 44.9% | 67.2%-22.3pp | 75.8%-30.9pp | 68.7%-23.8pp |
| Annual return | -3.54% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $746 | $2,193-66.0% | $3,323-77.5% | $2,203-66.1% |
| Participant deferral / active EE | $1,266 | $2,591-51.1% | $3,652-65.3% | $3,192-60.3% |
| Admin fee / account holder | $417 | $3,610-88.5% | $5,300-92.1% | $4,297-90.3% |