Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,504 | $46,464-25.7% | $150,298-77.0% | $79,634-56.7% |
| Participation rate | 8.0% | 57.0%-49.0pp | 77.8%-69.8pp | 62.5%-54.5pp |
| Annual return | 11.17% | 27.89%-16.7pp | 62.79%-51.6pp | 36.46%-25.3pp |
| Employer contribution / active EE | $233 | $1,512-84.6% | $4,154-94.4% | $2,529-90.8% |
| Participant deferral / active EE | $610 | $2,157-71.7% | $5,453-88.8% | $3,835-84.1% |
| Admin fee / account holder | $2,802 | $891+214.6% | $14,116-80.1% | $1,002+179.7% |