Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,757 | $29,736+3.4% | $56,033-45.1% | $80,935-62.0% |
| Participation rate | 21.9% | 41.7%-19.8pp | 52.5%-30.6pp | 67.7%-45.8pp |
| Annual return | 7.05% | 35.28%-28.2pp | 1711.38%-1704.3pp | 35.66%-28.6pp |
| Employer contribution / active EE | $464 | $671-30.9% | $1,041-55.4% | $2,757-83.2% |
| Participant deferral / active EE | $682 | $1,228-44.4% | $1,954-65.1% | $4,299-84.1% |
| Admin fee / account holder | $546 | $2,434-77.6% | $2,827-80.7% | $6,924-92.1% |