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 | $30,204 | $58,828-48.7% | $78,002-61.3% | $62,881-52.0% |
| Participation rate | 40.6% | 71.1%-30.4pp | 75.5%-34.9pp | 69.3%-28.7pp |
| Annual return | 3.56% | 17.16%-13.6pp | 425.99%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $298 | $1,672-82.2% | $2,470-87.9% | $2,281-86.9% |
| Participant deferral / active EE | $1,339 | $2,686-50.1% | $3,497-61.7% | $3,203-58.2% |
| Admin fee / account holder | $1,763 | $4,393-59.9% | $5,481-67.8% | $4,296-59.0% |