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 | $36,583 | $108,825-66.4% | $156,181-76.6% | $82,448-55.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 8.73% | 20.59%-11.9pp | 64.87%-56.1pp | 41.64%-32.9pp |
| Employer contribution / active EE | $996 | $2,870-65.3% | $4,294-76.8% | $2,551-61.0% |
| Participant deferral / active EE | $2,420 | $4,577-47.1% | $6,132-60.5% | $4,139-41.5% |
| Admin fee / account holder | $20,278 | $9,341+117.1% | $14,586+39.0% | $7,234+180.3% |