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 | $19,231 | $52,306-63.2% | $69,779-72.4% | $62,881-69.4% |
| Participation rate | 58.3% | 67.2%-8.9pp | 71.8%-13.5pp | 69.3%-11.0pp |
| Annual return | 2.49% | 13.35%-10.9pp | 12.99%-10.5pp | 20.14%-17.7pp |
| Employer contribution / active EE | $538 | $1,799-70.1% | $2,338-77.0% | $2,281-76.4% |
| Participant deferral / active EE | $1,350 | $2,395-43.6% | $2,931-53.9% | $3,203-57.9% |
| Admin fee / account holder | $818 | $3,691-77.8% | $4,381-81.3% | $4,296-81.0% |