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 | $49,376 | $58,493-15.6% | $84,023-41.2% | $72,976-32.3% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 12.95% | 28.93%-16.0pp | 71.32%-58.4pp | 81.02%-68.1pp |
| Employer contribution / active EE | $439 | $1,163-62.2% | $1,984-77.9% | $2,440-82.0% |
| Participant deferral / active EE | $1,093 | $2,394-54.4% | $3,239-66.3% | $3,608-69.7% |
| Admin fee / account holder | $19,695 | $4,569+331.1% | $6,102+222.8% | $5,124+284.4% |