Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,615 | $73,787-51.7% | $98,716-63.9% | $82,448-56.8% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 11.98% | 18.57%-6.6pp | 31.81%-19.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $832 | $1,511-44.9% | $2,279-63.5% | $2,551-67.4% |
| Participant deferral / active EE | $1,912 | $3,081-37.9% | $4,048-52.8% | $4,139-53.8% |
| Admin fee / account holder | $1,473 | $6,500-77.3% | $8,703-83.1% | $7,234-79.6% |