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 | $32,286 | $86,891-62.8% | $142,460-77.3% | $75,181-57.1% |
| Participation rate | 53.3% | 68.5%-15.2pp | 76.8%-23.4pp | 67.2%-13.9pp |
| Annual return | 5.67% | 23.31%-17.6pp | 19.99%-14.3pp | 160.69%-155.0pp |
| Employer contribution / active EE | $1,821 | $3,355-45.7% | $4,847-62.4% | $2,671-31.8% |
| Participant deferral / active EE | $2,093 | $4,938-57.6% | $6,283-66.7% | $4,126-49.3% |
| Admin fee / account holder | $4,090 | $7,299-44.0% | $10,011-59.1% | $5,650-27.6% |