Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,417 | $47,848-59.4% | $81,473-76.2% | $70,126-72.3% |
| Participation rate | 50.0% | 58.3%-8.3pp | 68.0%-18.0pp | 69.5%-19.5pp |
| Annual return | 6.44% | 27.25%-20.8pp | 38.78%-32.3pp | 73.15%-66.7pp |
| Employer contribution / active EE | $230 | $1,527-84.9% | $2,568-91.0% | $2,343-90.2% |
| Participant deferral / active EE | $1,433 | $2,453-41.6% | $3,537-59.5% | $3,332-57.0% |
| Admin fee / account holder | $2,611 | $3,145-17.0% | $4,561-42.8% | $4,645-43.8% |