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 | $27,553 | $100,147-72.5% | $81,286-66.1% | $145,877-81.1% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.5%-33.8pp | 80.3%-44.6pp |
| Annual return | 6.93% | 34.44%-27.5pp | 24.80%-17.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $782 | $2,977-73.7% | $2,463-68.2% | $4,663-83.2% |
| Participant deferral / active EE | $1,371 | $4,607-70.2% | $3,883-64.7% | $6,691-79.5% |
| Admin fee / account holder | $3,278 | $8,201-60.0% | $5,764-43.1% | $13,402-75.5% |