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 | $35,047 | $48,078-27.1% | $78,676-55.5% | $62,881-44.3% |
| Participation rate | 34.1% | 65.2%-31.1pp | 73.6%-39.5pp | 69.3%-35.2pp |
| Annual return | 4.38% | 31.36%-27.0pp | 62.19%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $335 | $2,015-83.4% | $2,850-88.2% | $2,281-85.3% |
| Participant deferral / active EE | $989 | $2,587-61.8% | $3,517-71.9% | $3,203-69.1% |
| Admin fee / account holder | $3,228 | $3,206+0.7% | $4,510-28.4% | $4,296-24.9% |