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 | $27,004 | $53,774-49.8% | $134,162-79.9% | $79,856-66.2% |
| Participation rate | 24.2% | 58.8%-34.5pp | 72.2%-47.9pp | 69.6%-45.4pp |
| Annual return | 3.58% | 19.01%-15.4pp | 36.35%-32.8pp | 31.71%-28.1pp |
| Employer contribution / active EE | $261 | $1,322-80.2% | $3,705-92.9% | $2,471-89.4% |
| Participant deferral / active EE | $1,045 | $2,420-56.8% | $3,500-70.1% | $3,741-72.1% |
| Admin fee / account holder | $8,310 | $3,985+108.5% | $6,685+24.3% | $5,306+56.6% |