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 | $25,960 | $76,551-66.1% | $123,894-79.0% | $62,881-58.7% |
| Participation rate | 52.6% | 73.0%-20.4pp | 81.4%-28.8pp | 69.3%-16.7pp |
| Annual return | 4.04% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,799 | $2,882-37.6% | $4,617-61.0% | $2,281-21.1% |
| Participant deferral / active EE | $3,921 | $4,840-19.0% | $5,984-34.5% | $3,203+22.4% |
| Admin fee / account holder | $702 | $4,826-85.5% | $8,357-91.6% | $4,296-83.7% |