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 | $28,333 | $45,343-37.5% | $150,298-81.1% | $67,986-58.3% |
| Participation rate | 9.3% | 51.9%-42.5pp | 77.8%-68.4pp | 57.2%-47.9pp |
| Annual return | 7.52% | 33.28%-25.8pp | 62.79%-55.3pp | 31.67%-24.1pp |
| Employer contribution / active EE | $341 | $1,462-76.7% | $4,154-91.8% | $2,019-83.1% |
| Participant deferral / active EE | $578 | $2,055-71.9% | $5,453-89.4% | $3,358-82.8% |
| Admin fee / account holder | $2,132 | $2,250-5.2% | $14,116-84.9% | $3,203-33.4% |