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 | $33,830 | $49,239-31.3% | $70,462-52.0% | $79,858-57.6% |
| Participation rate | 61.4% | 69.2%-7.8pp | 75.1%-13.7pp | 69.6%-8.2pp |
| Annual return | 1.15% | 30.08%-28.9pp | 109.08%-107.9pp | 31.72%-30.6pp |
| Employer contribution / active EE | $802 | $2,100-61.8% | $2,737-70.7% | $2,471-67.5% |
| Participant deferral / active EE | $1,563 | $2,769-43.6% | $3,710-57.9% | $3,740-58.2% |
| Admin fee / account holder | $3,328 | $2,876+15.7% | $3,845-13.4% | $5,306-37.3% |