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 | $40,621 | $65,376-37.9% | $87,102-53.4% | $65,185-37.7% |
| Participation rate | 24.8% | 75.3%-50.6pp | 76.9%-52.1pp | 70.2%-45.4pp |
| Annual return | 13.70% | 31.27%-17.6pp | 28.19%-14.5pp | 29.38%-15.7pp |
| Employer contribution / active EE | $705 | $1,822-61.3% | $2,521-72.0% | $2,177-67.6% |
| Participant deferral / active EE | $1,807 | $3,388-46.7% | $4,048-55.4% | $3,514-48.6% |
| Admin fee / account holder | $971 | $520+86.8% | $7,491-87.0% | $847+14.6% |