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 | $38,369 | $45,082-14.9% | $69,464-44.8% | $72,975-47.4% |
| Participation rate | 41.0% | 68.5%-27.5pp | 74.6%-33.6pp | 69.5%-28.5pp |
| Annual return | 5.29% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $739 | $2,055-64.0% | $2,779-73.4% | $2,440-69.7% |
| Participant deferral / active EE | $1,810 | $2,604-30.5% | $3,536-48.8% | $3,608-49.8% |
| Admin fee / account holder | $840 | $3,057-72.5% | $3,840-78.1% | $5,124-83.6% |