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 | $78,291 | $83,898-6.7% | $133,346-41.3% | $94,015-16.7% |
| Participation rate | 25.5% | 63.4%-37.9pp | 72.8%-47.4pp | 70.8%-45.3pp |
| Annual return | 8.68% | 16.00%-7.3pp | 36.85%-28.2pp | 17.84%-9.2pp |
| Employer contribution / active EE | $340 | $1,821-81.3% | $2,853-88.1% | $2,790-87.8% |
| Participant deferral / active EE | $1,361 | $3,245-58.0% | $4,332-68.6% | $4,249-68.0% |
| Admin fee / account holder | $2,425 | $7,809-68.9% | $14,264-83.0% | $8,951-72.9% |