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 | $36,879 | $55,932-34.1% | $76,735-51.9% | $67,986-45.8% |
| Participation rate | 15.9% | 50.8%-34.9pp | 69.5%-53.6pp | 57.2%-41.3pp |
| Annual return | 12.51% | 23.10%-10.6pp | 29.77%-17.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $335 | $1,487-77.5% | $2,454-86.3% | $2,019-83.4% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $375 | $4,907-92.4% | $7,189-94.8% | $3,203-88.3% |