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 | $45,881 | $81,331-43.6% | $155,534-70.5% | $80,935-43.3% |
| Participation rate | 21.4% | 66.3%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 7.76% | 33.37%-25.6pp | 64.92%-57.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,407 | $3,105-54.7% | $4,675-69.9% | $2,757-49.0% |
| Participant deferral / active EE | $2,074 | $3,454-39.9% | $5,630-63.2% | $4,299-51.8% |
| Admin fee / account holder | $982 | $7,999-87.7% | $15,900-93.8% | $6,924-85.8% |