Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,385 | $49,239-34.2% | $70,462-54.0% | $79,858-59.4% |
| Participation rate | 46.2% | 69.2%-23.0pp | 75.1%-28.9pp | 69.6%-23.5pp |
| Annual return | 4.29% | 30.08%-25.8pp | 109.08%-104.8pp | 31.72%-27.4pp |
| Employer contribution / active EE | $744 | $2,100-64.6% | $2,737-72.8% | $2,471-69.9% |
| Participant deferral / active EE | $2,507 | $2,769-9.5% | $3,710-32.4% | $3,740-33.0% |
| Admin fee / account holder | $489 | $2,876-83.0% | $3,845-87.3% | $5,306-90.8% |