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 | $31,453 | $135,956-76.9% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 2.37% | 56.63%-54.3pp | 47.52%-45.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $993 | $5,170-80.8% | $4,617-78.5% | $4,869-79.6% |
| Participant deferral / active EE | $3,915 | $6,343-38.3% | $5,984-34.6% | $5,287-25.9% |
| Admin fee / account holder | $7,517 | $9,817-23.4% | $8,357-10.1% | $10,133-25.8% |