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 | $33,022 | $71,230-53.6% | $93,727-64.8% | $80,959-59.2% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 8.44% | 11.26%-2.8pp | 133.83%-125.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $455 | $1,565-71.0% | $2,421-81.2% | $2,757-83.5% |
| Participant deferral / active EE | $1,421 | $4,037-64.8% | $4,417-67.8% | $4,300-67.0% |
| Admin fee / account holder | $9,720 | $6,961+39.6% | $8,292+17.2% | $6,925+40.4% |