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 | $39,000 | $62,672-37.8% | $185,117-78.9% | $70,126-44.4% |
| Participation rate | 56.0% | 63.8%-7.8pp | 77.3%-21.3pp | 69.5%-13.5pp |
| Annual return | 11.28% | 40.79%-29.5pp | 40.50%-29.2pp | 73.15%-61.9pp |
| Employer contribution / active EE | $927 | $1,753-47.1% | $4,182-77.8% | $2,343-60.4% |
| Participant deferral / active EE | $1,151 | $3,272-64.8% | $5,045-77.2% | $3,332-65.4% |
| Admin fee / account holder | $2,874 | $3,932-26.9% | $8,159-64.8% | $4,645-38.1% |