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 | $25,811 | $59,839-56.9% | $81,991-68.5% | $79,852-67.7% |
| Participation rate | 35.0% | 61.6%-26.6pp | 69.3%-34.3pp | 69.6%-34.6pp |
| Annual return | 0.45% | 17.56%-17.1pp | 41.31%-40.9pp | 31.72%-31.3pp |
| Employer contribution / active EE | $809 | $1,713-52.8% | $2,498-67.6% | $2,471-67.2% |
| Participant deferral / active EE | $1,552 | $2,695-42.4% | $3,722-58.3% | $3,740-58.5% |
| Admin fee / account holder | $41,410 | $4,287+865.9% | $5,665+631.0% | $5,306+680.4% |