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 | $30,621 | $62,672-51.1% | $185,117-83.5% | $70,126-56.3% |
| Participation rate | 53.2% | 63.8%-10.6pp | 77.3%-24.1pp | 69.5%-16.3pp |
| Annual return | 12.82% | 40.79%-28.0pp | 40.50%-27.7pp | 73.15%-60.3pp |
| Employer contribution / active EE | $678 | $1,753-61.4% | $4,182-83.8% | $2,343-71.1% |
| Participant deferral / active EE | $1,280 | $3,272-60.9% | $5,045-74.6% | $3,332-61.6% |
| Admin fee / account holder | $801 | $3,932-79.6% | $8,159-90.2% | $4,645-82.8% |