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 | $34,059 | $71,197-52.2% | $93,669-63.6% | $80,925-57.9% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.0pp |
| Annual return | 7.41% | 11.27%-3.9pp | 133.59%-126.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $383 | $1,565-75.5% | $2,424-84.2% | $2,756-86.1% |
| Participant deferral / active EE | $1,781 | $4,036-55.9% | $4,416-59.7% | $4,299-58.6% |
| Admin fee / account holder | $21,135 | $6,959+203.7% | $8,291+154.9% | $6,940+204.5% |