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 | $37,570 | $69,137-45.7% | $182,153-79.4% | $94,015-60.0% |
| Participation rate | 50.0% | 59.6%-9.6pp | 65.7%-15.7pp | 70.8%-20.8pp |
| Annual return | 2.77% | 21.34%-18.6pp | 35.04%-32.3pp | 17.84%-15.1pp |
| Employer contribution / active EE | $1,185 | $2,152-44.9% | $2,593-54.3% | $2,790-57.5% |
| Participant deferral / active EE | $1,828 | $2,665-31.4% | $3,776-51.6% | $4,249-57.0% |
| Admin fee / account holder | $4,266 | $11,615-63.3% | $9,477-55.0% | $8,951-52.3% |