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 | $27,620 | $48,078-42.6% | $78,676-64.9% | $62,881-56.1% |
| Participation rate | 45.5% | 65.2%-19.8pp | 73.6%-28.1pp | 69.3%-23.9pp |
| Annual return | 4.12% | 31.36%-27.2pp | 62.19%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $240 | $2,015-88.1% | $2,850-91.6% | $2,281-89.5% |
| Participant deferral / active EE | $1,049 | $2,587-59.5% | $3,517-70.2% | $3,203-67.2% |
| Admin fee / account holder | $962 | $3,206-70.0% | $4,510-78.7% | $4,296-77.6% |