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 | $32,585 | $228,395-85.7% | $185,861-82.5% | $158,982-79.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 1.68% | 40.82%-39.1pp | 35.96%-34.3pp | 302.99%-301.3pp |
| Employer contribution / active EE | $664 | $4,968-86.6% | $4,088-83.8% | $4,763-86.1% |
| Participant deferral / active EE | $1,661 | $6,417-74.1% | $5,634-70.5% | $5,983-72.2% |
| Admin fee / account holder | $6,402 | $11,869-46.1% | $9,503-32.6% | $11,252-43.1% |