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 | $33,176 | $54,757-39.4% | $90,300-63.3% | $72,983-54.5% |
| Participation rate | 69.2% | 65.1%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 15.31% | 30.63%-15.3pp | 78.11%-62.8pp | 81.01%-65.7pp |
| Employer contribution / active EE | $469 | $2,092-77.6% | $2,854-83.6% | $2,440-80.8% |
| Participant deferral / active EE | $1,281 | $2,887-55.6% | $3,884-67.0% | $3,608-64.5% |
| Admin fee / account holder | $902 | $3,972-77.3% | $5,353-83.1% | $5,124-82.4% |