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 | $67,978 | $85,171-20.2% | $172,753-60.6% | $72,976-6.8% |
| Participation rate | 38.6% | 70.1%-31.5pp | 82.6%-44.0pp | 69.5%-30.9pp |
| Annual return | 14.12% | 27.32%-13.2pp | 803.00%-788.9pp | 81.02%-66.9pp |
| Employer contribution / active EE | $635 | $3,324-80.9% | $5,144-87.6% | $2,440-74.0% |
| Participant deferral / active EE | $2,223 | $3,260-31.8% | $5,198-57.2% | $3,608-38.4% |
| Admin fee / account holder | $2,270 | $5,880-61.4% | $13,956-83.7% | $5,124-55.7% |