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 | $28,011 | $76,407-63.3% | $150,298-81.4% | $82,448-66.0% |
| Participation rate | 42.4% | 66.4%-24.0pp | 77.8%-35.4pp | 68.1%-25.7pp |
| Annual return | 12.86% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $310 | $2,614-88.2% | $4,154-92.5% | $2,551-87.9% |
| Participant deferral / active EE | $1,102 | $3,214-65.7% | $5,453-79.8% | $4,139-73.4% |
| Admin fee / account holder | $3,856 | $6,352-39.3% | $14,116-72.7% | $7,234-46.7% |