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 | $31,941 | $126,661-74.8% | $113,397-71.8% | $138,895-77.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.5%-22.0pp | 79.9%-25.4pp |
| Annual return | 9.61% | 25.05%-15.4pp | 23.20%-13.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,412 | $3,456-59.1% | $2,977-52.6% | $4,194-66.3% |
| Participant deferral / active EE | $2,361 | $5,693-58.5% | $5,076-53.5% | $6,396-63.1% |
| Admin fee / account holder | $26,670 | $14,549+83.3% | $11,957+123.1% | $12,562+112.3% |