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 | $32,988 | $34,316-3.9% | $74,722-55.9% | $72,975-54.8% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 4.98% | 26.58%-21.6pp | 753.11%-748.1pp | 81.01%-76.0pp |
| Employer contribution / active EE | $929 | $692+34.3% | $1,084-14.3% | $2,440-61.9% |
| Participant deferral / active EE | $644 | $1,272-49.4% | $1,963-67.2% | $3,608-82.2% |
| Admin fee / account holder | $580 | $2,125-72.7% | $3,335-82.6% | $5,124-88.7% |