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 | $32,830 | $36,948-11.1% | $73,658-55.4% | $87,485-62.5% |
| Participation rate | 33.9% | 46.8%-12.9pp | 57.0%-23.2pp | 68.9%-35.1pp |
| Annual return | 12.51% | 28.64%-16.1pp | 29.72%-17.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $183 | $670-72.7% | $1,032-82.3% | $2,596-92.9% |
| Participant deferral / active EE | $474 | $1,379-65.6% | $2,062-77.0% | $4,274-88.9% |
| Admin fee / account holder | $4,053 | $2,531+60.1% | $3,357+20.7% | $7,775-47.9% |