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 | $33,911 | $49,025-30.8% | $87,502-61.2% | $62,881-46.1% |
| Participation rate | 56.4% | 64.9%-8.5pp | 73.8%-17.4pp | 69.3%-12.9pp |
| Annual return | -3.59% | 10.02%-13.6pp | 12.21%-15.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $906 | $1,372-33.9% | $2,550-64.5% | $2,281-60.3% |
| Participant deferral / active EE | $2,974 | $2,289+29.9% | $3,149-5.5% | $3,203-7.1% |
| Admin fee / account holder | $673 | $4,065-83.4% | $4,221-84.0% | $4,296-84.3% |