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 | $27,584 | $81,276-66.1% | $155,574-82.3% | $80,925-65.9% |
| Participation rate | 47.0% | 66.2%-19.3pp | 78.2%-31.2pp | 67.7%-20.7pp |
| Annual return | 10.38% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $383 | $3,103-87.7% | $4,676-91.8% | $2,756-86.1% |
| Participant deferral / active EE | $1,295 | $3,453-62.5% | $5,629-77.0% | $4,299-69.9% |
| Admin fee / account holder | $6,499 | $7,993-18.7% | $15,914-59.2% | $6,940-6.4% |