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 | $39,393 | $48,078-18.1% | $78,676-49.9% | $62,881-37.4% |
| Participation rate | 23.1% | 65.2%-42.1pp | 73.6%-50.5pp | 69.3%-46.2pp |
| Annual return | 1.33% | 31.36%-30.0pp | 62.19%-60.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $507 | $2,015-74.8% | $2,850-82.2% | $2,281-77.8% |
| Participant deferral / active EE | $1,196 | $2,587-53.8% | $3,517-66.0% | $3,203-62.7% |
| Admin fee / account holder | $12,205 | $3,206+280.7% | $4,510+170.6% | $4,296+184.1% |