Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,691 | $49,280-19.5% | $67,313-41.0% | $64,173-38.2% |
| Participation rate | 41.7% | 60.8%-19.1pp | 69.1%-27.4pp | 69.6%-27.9pp |
| Annual return | -8.80% | -1.39%-7.4pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $627 | $1,668-62.4% | $2,566-75.6% | $2,381-73.7% |
| Participant deferral / active EE | $1,229 | $2,484-50.5% | $3,568-65.6% | $3,470-64.6% |
| Admin fee / account holder | $4,546 | $3,863+17.7% | $4,507+0.9% | $4,887-7.0% |