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 | $31,688 | $36,948-14.2% | $73,658-57.0% | $87,485-63.8% |
| Participation rate | 45.8% | 46.8%-1.0pp | 57.0%-11.2pp | 68.9%-23.1pp |
| Annual return | 4.90% | 28.64%-23.7pp | 29.72%-24.8pp | 26.06%-21.2pp |
| Employer contribution / active EE | $191 | $670-71.5% | $1,032-81.5% | $2,596-92.6% |
| Participant deferral / active EE | $462 | $1,379-66.5% | $2,062-77.6% | $4,274-89.2% |
| Admin fee / account holder | $3,894 | $2,531+53.9% | $3,357+16.0% | $7,775-49.9% |