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 | $28,970 | $76,407-62.1% | $150,298-80.7% | $82,448-64.9% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 8.86% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,288 | $2,614-50.7% | $4,154-69.0% | $2,551-49.5% |
| Participant deferral / active EE | $2,200 | $3,214-31.5% | $5,453-59.6% | $4,139-46.8% |
| Admin fee / account holder | $17,107 | $6,352+169.3% | $14,116+21.2% | $7,234+136.5% |