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 | $29,603 | $77,908-62.0% | $149,696-80.2% | $75,173-60.6% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 12.77% | 31.73%-19.0pp | 134.46%-121.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $476 | $3,138-84.8% | $4,821-90.1% | $2,671-82.2% |
| Participant deferral / active EE | $933 | $3,411-72.6% | $5,682-83.6% | $4,126-77.4% |
| Admin fee / account holder | $5,576 | $5,950-6.3% | $13,212-57.8% | $5,651-1.3% |