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 | $31,264 | $46,072-32.1% | $69,779-55.2% | $55,167-43.3% |
| Participation rate | 66.0% | 67.5%-1.4pp | 71.8%-5.8pp | 69.0%-3.0pp |
| Annual return | 4.72% | 8.68%-4.0pp | 12.99%-8.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $622 | $1,500-58.6% | $2,338-73.4% | $1,963-68.3% |
| Participant deferral / active EE | $1,922 | $2,344-18.0% | $2,931-34.4% | $3,054-37.1% |
| Admin fee / account holder | $1,872 | $428+337.7% | $4,381-57.3% | $504+271.4% |