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 | $21,682 | $77,814-72.1% | $158,223-86.3% | $86,983-75.1% |
| Participation rate | 46.9% | 68.4%-21.5pp | 79.2%-32.3pp | 69.5%-22.7pp |
| Annual return | 3.05% | 30.54%-27.5pp | 52.09%-49.0pp | 25.83%-22.8pp |
| Employer contribution / active EE | $1,440 | $2,592-44.5% | $4,109-65.0% | $2,584-44.3% |
| Participant deferral / active EE | $3,278 | $3,270+0.3% | $5,467-40.0% | $4,194-21.8% |
| Admin fee / account holder | $1,943 | $5,879-67.0% | $16,047-87.9% | $7,856-75.3% |