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 | $37,023 | $57,541-35.7% | $95,759-61.3% | $75,177-50.8% |
| Participation rate | 66.7% | 62.5%+4.2pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 7.75% | 34.93%-27.2pp | 28.42%-20.7pp | 160.75%-153.0pp |
| Employer contribution / active EE | $588 | $1,808-67.5% | $2,836-79.3% | $2,671-78.0% |
| Participant deferral / active EE | $1,563 | $3,074-49.2% | $4,244-63.2% | $4,126-62.1% |
| Admin fee / account holder | $13,672 | $4,099+233.6% | $5,678+140.8% | $5,651+141.9% |