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 | $42,503 | $51,604-17.6% | $129,295-67.1% | $80,874-47.4% |
| Participation rate | 22.9% | 57.0%-34.1pp | 69.6%-46.8pp | 67.6%-44.8pp |
| Annual return | 10.15% | 20.76%-10.6pp | 9429.28%-9419.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $374 | $1,585-76.4% | $4,157-91.0% | $2,756-86.4% |
| Participant deferral / active EE | $1,495 | $2,670-44.0% | $4,169-64.1% | $4,297-65.2% |
| Admin fee / account holder | $2,129 | $4,310-50.6% | $7,665-72.2% | $6,935-69.3% |