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 | $27,023 | $77,638-65.2% | $156,551-82.7% | $62,881-57.0% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 3.02% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $835 | $3,444-75.7% | $5,501-84.8% | $2,281-63.4% |
| Participant deferral / active EE | $863 | $3,046-71.7% | $4,871-82.3% | $3,203-73.0% |
| Admin fee / account holder | $4,146 | $5,561-25.4% | $13,028-68.2% | $4,296-3.5% |