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 | $26,584 | $76,551-65.3% | $123,894-78.5% | $62,881-57.7% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 4.45% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,213 | $2,882-57.9% | $4,617-73.7% | $2,281-46.8% |
| Participant deferral / active EE | $2,053 | $4,840-57.6% | $5,984-65.7% | $3,203-35.9% |
| Admin fee / account holder | $3,179 | $4,826-34.1% | $8,357-62.0% | $4,296-26.0% |