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 | $35,678 | $45,119-20.9% | $85,126-58.1% | $74,429-52.1% |
| Participation rate | 21.2% | 49.4%-28.2pp | 67.5%-46.3pp | 67.2%-46.0pp |
| Annual return | 5.64% | 26.28%-20.6pp | 66.63%-61.0pp | 1368.38%-1362.7pp |
| Employer contribution / active EE | $442 | $1,460-69.8% | $2,731-83.8% | $2,625-83.2% |
| Participant deferral / active EE | $957 | $2,738-65.0% | $4,523-78.8% | $4,348-78.0% |
| Admin fee / account holder | $17,564 | $2,214+693.3% | $6,160+185.1% | $1,944+803.3% |