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 | $26,245 | $64,920-59.6% | $103,693-74.7% | $86,983-69.8% |
| Participation rate | 53.8% | 63.6%-9.7pp | 72.6%-18.8pp | 69.5%-15.7pp |
| Annual return | 11.02% | 30.29%-19.3pp | 47.61%-36.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $953 | $2,141-55.5% | $2,920-67.4% | $2,584-63.1% |
| Participant deferral / active EE | $1,753 | $3,241-45.9% | $4,579-61.7% | $4,194-58.2% |
| Admin fee / account holder | $755 | $6,191-87.8% | $7,858-90.4% | $7,856-90.4% |