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 | $27,671 | $116,190-76.2% | $93,614-70.4% | $152,885-81.9% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.5%-19.3pp |
| Annual return | 3.92% | 35.96%-32.0pp | 32.76%-28.8pp | 345.39%-341.5pp |
| Employer contribution / active EE | $1,031 | $3,219-68.0% | $2,718-62.1% | $4,763-78.3% |
| Participant deferral / active EE | $2,613 | $4,604-43.2% | $4,069-35.8% | $5,851-55.3% |
| Admin fee / account holder | $436 | $10,749-95.9% | $7,889-94.5% | $11,598-96.2% |