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 | $35,418 | $54,541-35.1% | $78,778-55.0% | $70,124-49.5% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 11.07% | 21.07%-10.0pp | 35.62%-24.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $337 | $1,089-69.0% | $1,986-83.0% | $2,342-85.6% |
| Participant deferral / active EE | $1,035 | $2,210-53.2% | $2,958-65.0% | $3,332-68.9% |
| Admin fee / account holder | $1,026 | $3,709-72.3% | $5,134-80.0% | $4,645-77.9% |