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 | $34,628 | $86,050-59.8% | $189,758-81.8% | $94,015-63.2% |
| Participation rate | 54.7% | 68.9%-14.2pp | 79.8%-25.1pp | 70.8%-16.1pp |
| Annual return | 9.16% | 17.77%-8.6pp | 52.62%-43.5pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,517 | $2,819-46.2% | $4,767-68.2% | $2,790-45.6% |
| Participant deferral / active EE | $1,792 | $3,349-46.5% | $5,856-69.4% | $4,249-57.8% |
| Admin fee / account holder | $4,441 | $6,627-33.0% | $20,388-78.2% | $8,951-50.4% |