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 | $40,923 | $32,037+27.7% | $69,182-40.8% | $62,881-34.9% |
| Participation rate | 25.9% | 43.4%-17.5pp | 55.1%-29.2pp | 69.3%-43.4pp |
| Annual return | 3.09% | 15.16%-12.1pp | -21.93%+25.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $119 | $679-82.5% | $1,206-90.2% | $2,281-94.8% |
| Participant deferral / active EE | $1,572 | $1,185+32.6% | $1,897-17.1% | $3,203-50.9% |
| Admin fee / account holder | $32,516 | $2,608+1146.7% | $2,697+1105.8% | $4,296+656.9% |