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 | $36,303 | $124,980-71.0% | $108,359-66.5% | $154,746-76.5% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 3.27% | 45.00%-41.7pp | 36.89%-33.6pp | 172.34%-169.1pp |
| Employer contribution / active EE | $1,193 | $2,851-58.1% | $2,399-50.3% | $4,379-72.8% |
| Participant deferral / active EE | $2,868 | $4,743-39.5% | $4,137-30.7% | $6,730-57.4% |
| Admin fee / account holder | $28,610 | $11,502+148.7% | $9,741+193.7% | $14,365+99.2% |