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 | $32,060 | $107,368-70.1% | $92,915-65.5% | $152,909-79.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 8.16% | 145.64%-137.5pp | 109.45%-101.3pp | 345.46%-337.3pp |
| Employer contribution / active EE | $935 | $4,222-77.9% | $3,653-74.4% | $4,764-80.4% |
| Participant deferral / active EE | $1,354 | $4,848-72.1% | $4,238-68.0% | $5,851-76.9% |
| Admin fee / account holder | $2,765 | $7,082-61.0% | $5,796-52.3% | $11,601-76.2% |