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 | $28,025 | $88,707-68.4% | $74,184-62.2% | $273,972-89.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 0.37% | 11.94%-11.6pp | 17.74%-17.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,921 | $3,159-39.2% | $2,370-19.0% | $4,869-60.5% |
| Participant deferral / active EE | $2,623 | $4,212-37.7% | $3,550-26.1% | $5,287-50.4% |
| Admin fee / account holder | $1,147 | $8,717-86.8% | $5,586-79.5% | $10,133-88.7% |