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 | $38,017 | $49,976-23.9% | $66,674-43.0% | $82,637-54.0% |
| Participation rate | 56.7% | 63.1%-6.4pp | 73.7%-17.0pp | 68.1%-11.4pp |
| Annual return | 12.24% | 39.09%-26.8pp | 321.24%-309.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $593 | $1,988-70.2% | $2,620-77.4% | $2,552-76.8% |
| Participant deferral / active EE | $1,421 | $2,847-50.1% | $4,084-65.2% | $4,126-65.6% |
| Admin fee / account holder | $2,092 | $4,594-54.4% | $5,098-59.0% | $7,339-71.5% |