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 | $23,366 | $65,027-64.1% | $90,970-74.3% | $79,852-70.7% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.0%-1.3pp | 69.6%-1.9pp |
| Annual return | 3.62% | 30.45%-26.8pp | 134.58%-131.0pp | 31.72%-28.1pp |
| Employer contribution / active EE | $361 | $1,247-71.1% | $2,122-83.0% | $2,471-85.4% |
| Participant deferral / active EE | $2,170 | $2,512-13.6% | $3,373-35.7% | $3,740-42.0% |
| Admin fee / account holder | $32,295 | $4,535+612.1% | $5,960+441.9% | $5,306+508.6% |