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 | $31,848 | $60,349-47.2% | $74,184-57.1% | $62,881-49.4% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 2.69% | 21.38%-18.7pp | 17.74%-15.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $656 | $1,680-60.9% | $2,370-72.3% | $2,281-71.2% |
| Participant deferral / active EE | $2,538 | $2,856-11.1% | $3,550-28.5% | $3,203-20.8% |
| Admin fee / account holder | $627 | $4,261-85.3% | $5,586-88.8% | $4,296-85.4% |