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 | $35,451 | $68,573-48.3% | $120,368-70.5% | $80,874-56.2% |
| Participation rate | 42.6% | 61.6%-19.0pp | 71.9%-29.4pp | 67.6%-25.1pp |
| Annual return | 9.64% | 23.61%-14.0pp | 107.26%-97.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $612 | $2,052-70.2% | $3,465-82.3% | $2,756-77.8% |
| Participant deferral / active EE | $2,008 | $3,174-36.8% | $4,991-59.8% | $4,297-53.3% |
| Admin fee / account holder | $2,777 | $5,734-51.6% | $9,429-70.6% | $6,935-60.0% |