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 | $27,531 | $78,690-65.0% | $161,489-83.0% | $87,485-68.5% |
| Participation rate | 44.7% | 67.5%-22.7pp | 78.7%-34.0pp | 68.9%-24.2pp |
| Annual return | 11.05% | 32.74%-21.7pp | 89.72%-78.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $744 | $2,588-71.2% | $4,268-82.6% | $2,596-71.3% |
| Participant deferral / active EE | $1,607 | $3,311-51.5% | $5,630-71.5% | $4,274-62.4% |
| Admin fee / account holder | $12,752 | $6,724+89.7% | $16,006-20.3% | $7,775+64.0% |