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 | $34,956 | $59,839-41.6% | $81,991-57.4% | $79,852-56.2% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.3%-17.6pp | 69.6%-18.0pp |
| Annual return | 10.02% | 17.56%-7.5pp | 41.31%-31.3pp | 31.72%-21.7pp |
| Employer contribution / active EE | $849 | $1,713-50.4% | $2,498-66.0% | $2,471-65.6% |
| Participant deferral / active EE | $1,599 | $2,695-40.7% | $3,722-57.0% | $3,740-57.2% |
| Admin fee / account holder | $9,539 | $4,287+122.5% | $5,665+68.4% | $5,306+79.8% |