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 | $30,986 | $76,407-59.4% | $150,298-79.4% | $82,448-62.4% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.7pp | 68.1%-44.0pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $462 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $1,262 | $3,214-60.7% | $5,453-76.9% | $4,139-69.5% |
| Admin fee / account holder | $11,038 | $6,352+73.8% | $14,116-21.8% | $7,234+52.6% |