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 | $26,158 | $65,041-59.8% | $90,965-71.2% | $79,858-67.2% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 2.58% | 30.45%-27.9pp | 134.57%-132.0pp | 31.72%-29.1pp |
| Employer contribution / active EE | $2,099 | $1,247+68.3% | $2,122-1.1% | $2,471-15.1% |
| Participant deferral / active EE | $3,273 | $2,512+30.3% | $3,373-3.0% | $3,740-12.5% |
| Admin fee / account holder | $3,152 | $4,536-30.5% | $5,960-47.1% | $5,306-40.6% |