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 | $30,324 | $111,814-72.9% | $93,654-67.6% | $145,959-79.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.0pp |
| Annual return | 4.01% | 203.30%-199.3pp | 133.34%-129.3pp | 561.95%-557.9pp |
| Employer contribution / active EE | $966 | $3,092-68.7% | $2,421-60.1% | $4,661-79.3% |
| Participant deferral / active EE | $2,518 | $4,914-48.8% | $4,413-42.9% | $6,689-62.4% |
| Admin fee / account holder | $8,254 | $10,246-19.4% | $8,282-0.3% | $13,398-38.4% |