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 | $59,968 | $65,246-8.1% | $98,716-39.3% | $67,986-11.8% |
| Participation rate | 39.5% | 51.4%-12.0pp | 69.3%-29.8pp | 57.2%-17.7pp |
| Annual return | 12.54% | 20.58%-8.0pp | 31.81%-19.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $222 | $1,042-78.7% | $2,279-90.2% | $2,019-89.0% |
| Participant deferral / active EE | $2,289 | $2,594-11.8% | $4,048-43.4% | $3,358-31.8% |
| Admin fee / account holder | $3,620 | $4,561-20.6% | $8,703-58.4% | $3,203+13.0% |