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 | $31,616 | $84,236-62.5% | $170,435-81.4% | $70,126-54.9% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 9.55% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $481 | $3,387-85.8% | $5,432-91.1% | $2,343-79.5% |
| Participant deferral / active EE | $2,028 | $3,086-34.3% | $4,939-58.9% | $3,332-39.1% |
| Admin fee / account holder | $717 | $5,698-87.4% | $13,881-94.8% | $4,645-84.6% |