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 | $33,359 | $46,534-28.3% | $64,097-48.0% | $75,177-55.6% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 9.53% | 26.07%-16.5pp | 33.75%-24.2pp | 160.75%-151.2pp |
| Employer contribution / active EE | $1,019 | $1,976-48.5% | $2,750-63.0% | $2,671-61.9% |
| Participant deferral / active EE | $1,337 | $2,835-52.8% | $3,881-65.5% | $4,126-67.6% |
| Admin fee / account holder | $3,844 | $2,957+30.0% | $3,070+25.2% | $5,651-32.0% |