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 | $29,168 | $72,027-59.5% | $185,835-84.3% | $79,852-63.5% |
| Participation rate | 63.0% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 10.42% | 23.13%-12.7pp | 35.96%-25.5pp | 31.72%-21.3pp |
| Employer contribution / active EE | $629 | $1,965-68.0% | $4,087-84.6% | $2,471-74.5% |
| Participant deferral / active EE | $1,348 | $3,780-64.3% | $5,633-76.1% | $3,740-63.9% |
| Admin fee / account holder | $6,018 | $4,513+33.4% | $9,502-36.7% | $5,306+13.4% |