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 | $35,596 | $76,407-53.4% | $150,298-76.3% | $82,448-56.8% |
| Participation rate | 18.2% | 66.4%-48.2pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 11.81% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $684 | $2,614-73.8% | $4,154-83.5% | $2,551-73.2% |
| Participant deferral / active EE | $1,339 | $3,214-58.4% | $5,453-75.5% | $4,139-67.7% |
| Admin fee / account holder | $27,408 | $6,352+331.5% | $14,116+94.2% | $7,234+278.9% |