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 | $26,856 | $76,407-64.9% | $150,298-82.1% | $82,448-67.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 8.64% | 39.99%-31.3pp | 62.79%-54.1pp | 41.64%-33.0pp |
| Employer contribution / active EE | $912 | $2,614-65.1% | $4,154-78.1% | $2,551-64.3% |
| Participant deferral / active EE | $2,447 | $3,214-23.9% | $5,453-55.1% | $4,139-40.9% |
| Admin fee / account holder | $610 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |