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 | $32,799 | $57,061-42.5% | $85,063-61.4% | $80,911-59.5% |
| Participation rate | 64.7% | 56.3%+8.4pp | 67.5%-2.8pp | 67.6%-2.9pp |
| Annual return | 4.98% | 21.66%-16.7pp | 66.54%-61.6pp | 35.63%-30.7pp |
| Employer contribution / active EE | $848 | $1,799-52.8% | $2,727-68.9% | $2,756-69.2% |
| Participant deferral / active EE | $2,306 | $3,110-25.8% | $4,523-49.0% | $4,297-46.3% |
| Admin fee / account holder | $24,314 | $4,986+387.6% | $6,155+295.0% | $6,935+250.6% |