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 | $31,712 | $75,541-58.0% | $152,093-79.1% | $82,637-61.6% |
| Participation rate | 37.8% | 66.5%-28.7pp | 77.8%-39.9pp | 68.1%-30.2pp |
| Annual return | 7.93% | 32.56%-24.6pp | 66.36%-58.4pp | 53.51%-45.6pp |
| Employer contribution / active EE | $529 | $2,622-79.8% | $4,175-87.3% | $2,552-79.3% |
| Participant deferral / active EE | $874 | $3,206-72.8% | $5,451-84.0% | $4,126-78.8% |
| Admin fee / account holder | $5,563 | $6,405-13.1% | $14,497-61.6% | $7,339-24.2% |