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 | $39,838 | $80,992-50.8% | $96,534-58.7% | $75,173-47.0% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 11.97% | 27.05%-15.1pp | 25.88%-13.9pp | 160.72%-148.8pp |
| Employer contribution / active EE | $679 | $2,283-70.3% | $2,965-77.1% | $2,671-74.6% |
| Participant deferral / active EE | $2,133 | $3,929-45.7% | $4,851-56.0% | $4,126-48.3% |
| Admin fee / account holder | $31,899 | $6,717+374.9% | $8,253+286.5% | $5,651+464.5% |