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 | $30,519 | $43,075-29.1% | $74,577-59.1% | $62,881-51.5% |
| Participation rate | 15.7% | 58.1%-42.4pp | 68.1%-52.4pp | 69.3%-53.6pp |
| Annual return | 3.36% | 17.50%-14.1pp | 20.47%-17.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $356 | $1,498-76.2% | $2,525-85.9% | $2,281-84.4% |
| Participant deferral / active EE | $906 | $2,389-62.1% | $3,458-73.8% | $3,203-71.7% |
| Admin fee / account holder | $7,915 | $2,840+178.7% | $4,138+91.3% | $4,296+84.2% |