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 | $28,165 | $77,814-63.8% | $158,223-82.2% | $86,983-67.6% |
| Participation rate | 65.2% | 68.4%-3.2pp | 79.2%-14.0pp | 69.5%-4.3pp |
| Annual return | 7.38% | 30.54%-23.2pp | 52.09%-44.7pp | 25.83%-18.4pp |
| Employer contribution / active EE | $1,081 | $2,592-58.3% | $4,109-73.7% | $2,584-58.2% |
| Participant deferral / active EE | $967 | $3,270-70.4% | $5,467-82.3% | $4,194-76.9% |
| Admin fee / account holder | $6,992 | $5,879+18.9% | $16,047-56.4% | $7,856-11.0% |