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 | $28,576 | $37,436-23.7% | $77,513-63.1% | $79,858-64.2% |
| Participation rate | 59.4% | 41.5%+17.8pp | 54.2%+5.2pp | 69.6%-10.3pp |
| Annual return | 4.44% | 39.75%-35.3pp | 54.81%-50.4pp | 31.72%-27.3pp |
| Employer contribution / active EE | $642 | $637+0.8% | $987-34.9% | $2,471-74.0% |
| Participant deferral / active EE | $1,649 | $1,261+30.8% | $1,861-11.4% | $3,740-55.9% |
| Admin fee / account holder | $552 | $2,505-78.0% | $2,859-80.7% | $5,306-89.6% |