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 | $26,236 | $89,515-70.7% | $103,486-74.6% | $80,935-67.6% |
| Participation rate | 35.1% | 76.0%-40.9pp | 80.5%-45.5pp | 67.7%-32.6pp |
| Annual return | 10.79% | 22.82%-12.0pp | 23.93%-13.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,067 | $4,015-73.4% | $4,679-77.2% | $2,757-61.3% |
| Participant deferral / active EE | $2,003 | $5,463-63.3% | $6,628-69.8% | $4,299-53.4% |
| Admin fee / account holder | $6,251 | $6,527-4.2% | $9,354-33.2% | $6,924-9.7% |