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 | $28,479 | $48,364-41.1% | $71,796-60.3% | $62,881-54.7% |
| Participation rate | 46.4% | 60.6%-14.2pp | 69.1%-22.7pp | 69.3%-22.9pp |
| Annual return | 1.18% | 13.16%-12.0pp | 78.04%-76.9pp | 20.14%-19.0pp |
| Employer contribution / active EE | $185 | $1,042-82.2% | $1,924-90.4% | $2,281-91.9% |
| Participant deferral / active EE | $1,251 | $2,091-40.2% | $2,794-55.2% | $3,203-60.9% |
| Admin fee / account holder | $10,402 | $3,771+175.8% | $4,815+116.0% | $4,296+142.1% |