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 | $34,307 | $76,407-55.1% | $150,298-77.2% | $82,448-58.4% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 7.33% | 39.99%-32.7pp | 62.79%-55.5pp | 41.64%-34.3pp |
| Employer contribution / active EE | $744 | $2,614-71.5% | $4,154-82.1% | $2,551-70.8% |
| Participant deferral / active EE | $1,439 | $3,214-55.2% | $5,453-73.6% | $4,139-65.2% |
| Admin fee / account holder | $2,576 | $6,352-59.4% | $14,116-81.7% | $7,234-64.4% |