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 | $78,690-56.4% | $161,489-78.8% | $87,485-60.8% |
| Participation rate | 46.9% | 67.5%-20.6pp | 78.7%-31.8pp | 68.9%-22.1pp |
| Annual return | 7.33% | 32.74%-25.4pp | 89.72%-82.4pp | 26.06%-18.7pp |
| Employer contribution / active EE | $744 | $2,588-71.2% | $4,268-82.6% | $2,596-71.3% |
| Participant deferral / active EE | $1,439 | $3,311-56.5% | $5,630-74.4% | $4,274-66.3% |
| Admin fee / account holder | $2,576 | $6,724-61.7% | $16,006-83.9% | $7,775-66.9% |