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 | $26,682 | $46,534-42.7% | $64,097-58.4% | $75,177-64.5% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.7pp | 67.2%-20.5pp |
| Annual return | 6.93% | 26.07%-19.1pp | 33.75%-26.8pp | 160.75%-153.8pp |
| Employer contribution / active EE | $803 | $1,976-59.4% | $2,750-70.8% | $2,671-69.9% |
| Participant deferral / active EE | $1,175 | $2,835-58.5% | $3,881-69.7% | $4,126-71.5% |
| Admin fee / account holder | $8,969 | $2,957+203.4% | $3,070+192.2% | $5,651+58.7% |