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 | $38,077 | $76,407-50.2% | $150,298-74.7% | $82,448-53.8% |
| Participation rate | 61.6% | 66.4%-4.8pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 12.79% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $661 | $2,614-74.7% | $4,154-84.1% | $2,551-74.1% |
| Participant deferral / active EE | $3,468 | $3,214+7.9% | $5,453-36.4% | $4,139-16.2% |
| Admin fee / account holder | $17,704 | $6,352+178.7% | $14,116+25.4% | $7,234+144.7% |