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 | $35,376 | $53,777-34.2% | $134,155-73.6% | $79,858-55.7% |
| Participation rate | 46.7% | 58.8%-12.1pp | 72.2%-25.5pp | 69.6%-23.0pp |
| Annual return | 7.05% | 19.01%-12.0pp | 36.34%-29.3pp | 31.72%-24.7pp |
| Employer contribution / active EE | $542 | $1,321-59.0% | $3,705-85.4% | $2,471-78.1% |
| Participant deferral / active EE | $1,579 | $2,420-34.8% | $3,500-54.9% | $3,740-57.8% |
| Admin fee / account holder | $7,987 | $3,984+100.5% | $6,685+19.5% | $5,306+50.5% |