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 | $37,482 | $35,183+6.5% | $73,550-49.0% | $70,126-46.6% |
| Participation rate | 28.0% | 42.9%-14.9pp | 54.9%-26.9pp | 69.5%-41.5pp |
| Annual return | 11.26% | 26.90%-15.6pp | -15.16%+26.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $481 | $709-32.2% | $1,219-60.6% | $2,343-79.5% |
| Participant deferral / active EE | $1,179 | $1,220-3.3% | $1,804-34.6% | $3,332-64.6% |
| Admin fee / account holder | $65,019 | $2,302+2724.2% | $2,320+2702.9% | $4,645+1299.6% |