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 | $32,407 | $100,139-67.6% | $85,187-62.0% | $145,884-77.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 7.51% | 84.15%-76.6pp | 66.67%-59.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,845 | $3,238-43.0% | $2,732-32.5% | $4,662-60.4% |
| Participant deferral / active EE | $3,079 | $5,296-41.9% | $4,525-32.0% | $6,690-54.0% |
| Admin fee / account holder | $628 | $7,262-91.4% | $6,162-89.8% | $13,392-95.3% |