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 | $20,836 | $43,338-51.9% | $59,887-65.2% | $64,173-67.5% |
| Participation rate | 21.4% | 69.2%-47.7pp | 74.7%-53.3pp | 69.6%-48.1pp |
| Annual return | -8.19% | -1.55%-6.6pp | 3.46%-11.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $600 | $2,030-70.4% | $2,722-77.9% | $2,381-74.8% |
| Participant deferral / active EE | $1,550 | $2,547-39.1% | $3,402-54.4% | $3,470-55.3% |
| Admin fee / account holder | $6,061 | $3,007+101.5% | $3,591+68.8% | $4,887+24.0% |