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 | $27,670 | $51,638-46.4% | $68,368-59.5% | $82,448-66.4% |
| Participation rate | 31.6% | 63.6%-32.0pp | 73.8%-42.2pp | 68.1%-36.5pp |
| Annual return | 10.95% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $446 | $2,047-78.2% | $2,649-83.2% | $2,551-82.5% |
| Participant deferral / active EE | $2,192 | $2,914-24.8% | $4,123-46.8% | $4,139-47.0% |
| Admin fee / account holder | $1,354 | $4,643-70.8% | $5,150-73.7% | $7,234-81.3% |