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 | $34,611 | $56,894-39.2% | $84,753-59.2% | $62,881-45.0% |
| Participation rate | 31.1% | 68.5%-37.4pp | 76.6%-45.4pp | 69.3%-38.2pp |
| Annual return | -0.06% | 6.30%-6.4pp | 22.78%-22.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,228 | $2,709-54.7% | $3,712-66.9% | $3,203-61.6% |
| Admin fee / account holder | $2,625 | $3,581-26.7% | $5,333-50.8% | $4,296-38.9% |