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 | $35,856 | $64,501-44.4% | $108,753-67.0% | $65,306-45.1% |
| Participation rate | 62.7% | 50.8%+11.9pp | 71.1%-8.3pp | 57.7%+5.1pp |
| Annual return | -1.07% | 21.09%-22.2pp | 37.47%-38.5pp | 21.94%-23.0pp |
| Employer contribution / active EE | $475 | $1,069-55.5% | $2,427-80.4% | $1,967-75.8% |
| Participant deferral / active EE | $1,304 | $2,401-45.7% | $4,115-68.3% | $2,959-55.9% |
| Admin fee / account holder | $4,080 | $4,971-17.9% | $10,320-60.5% | $3,480+17.3% |