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 | $33,188 | $71,215-53.4% | $93,696-64.6% | $80,935-59.0% |
| Participation rate | 66.1% | 60.4%+5.7pp | 68.7%-2.6pp | 67.7%-1.6pp |
| Annual return | 9.44% | 11.27%-1.8pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $458 | $1,565-70.8% | $2,422-81.1% | $2,757-83.4% |
| Participant deferral / active EE | $3,057 | $4,037-24.3% | $4,417-30.8% | $4,299-28.9% |
| Admin fee / account holder | $1,021 | $6,958-85.3% | $8,287-87.7% | $6,924-85.3% |