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 | $45,829 | $45,343+1.1% | $150,298-69.5% | $67,986-32.6% |
| Participation rate | 18.0% | 51.9%-33.8pp | 77.8%-59.7pp | 57.2%-39.2pp |
| Annual return | 9.60% | 33.28%-23.7pp | 62.79%-53.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $256 | $1,462-82.5% | $4,154-93.8% | $2,019-87.3% |
| Participant deferral / active EE | $679 | $2,055-66.9% | $5,453-87.5% | $3,358-79.8% |
| Admin fee / account holder | $15,207 | $2,250+575.9% | $14,116+7.7% | $3,203+374.8% |