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 | $35,633 | $41,377-13.9% | $109,313-67.4% | $62,881-43.3% |
| Participation rate | 47.8% | 57.5%-9.7pp | 71.3%-23.4pp | 69.3%-21.5pp |
| Annual return | -4.03% | 11.05%-15.1pp | 22.07%-26.1pp | 20.14%-24.2pp |
| Employer contribution / active EE | $980 | $1,276-23.2% | $3,892-74.8% | $2,281-57.0% |
| Participant deferral / active EE | $1,317 | $2,045-35.6% | $3,166-58.4% | $3,203-58.9% |
| Admin fee / account holder | $757 | $2,884-73.7% | $5,666-86.6% | $4,296-82.4% |