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 | $29,927 | $57,590-48.0% | $86,233-65.3% | $82,448-63.7% |
| Participation rate | 27.3% | 57.9%-30.6pp | 69.0%-41.7pp | 68.1%-40.8pp |
| Annual return | 6.13% | 22.41%-16.3pp | 61.39%-55.3pp | 41.64%-35.5pp |
| Employer contribution / active EE | $355 | $1,655-78.6% | $2,504-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $1,574 | $3,080-48.9% | $4,559-65.5% | $4,139-62.0% |
| Admin fee / account holder | $16,359 | $4,730+245.8% | $8,342+96.1% | $7,234+126.1% |