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 | $30,483 | $53,774-43.3% | $134,162-77.3% | $79,856-61.8% |
| Participation rate | 31.0% | 58.8%-27.7pp | 72.2%-41.2pp | 69.6%-38.6pp |
| Annual return | 6.75% | 19.01%-12.3pp | 36.35%-29.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,133 | $2,420-53.2% | $3,500-67.6% | $3,741-69.7% |
| Admin fee / account holder | $11,120 | $3,985+179.1% | $6,685+66.3% | $5,306+109.6% |