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 | $28,044 | $45,343-38.2% | $150,298-81.3% | $67,986-58.8% |
| Participation rate | 46.1% | 51.9%-5.8pp | 77.8%-31.7pp | 57.2%-11.1pp |
| Annual return | 4.46% | 33.28%-28.8pp | 62.79%-58.3pp | 31.67%-27.2pp |
| Employer contribution / active EE | $719 | $1,462-50.8% | $4,154-82.7% | $2,019-64.4% |
| Participant deferral / active EE | $2,042 | $2,055-0.6% | $5,453-62.6% | $3,358-39.2% |
| Admin fee / account holder | $6,125 | $2,250+172.2% | $14,116-56.6% | $3,203+91.2% |