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 | $27,335 | $56,054-51.2% | $171,082-84.0% | $62,881-56.5% |
| Participation rate | 54.1% | 62.9%-8.8pp | 76.7%-22.6pp | 69.3%-15.3pp |
| Annual return | 5.00% | 22.52%-17.5pp | 32.56%-27.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,142 | $1,731-34.0% | $4,002-71.5% | $2,281-49.9% |
| Participant deferral / active EE | $2,038 | $3,158-35.5% | $4,797-57.5% | $3,203-36.4% |
| Admin fee / account holder | $1,202 | $3,647-67.0% | $8,520-85.9% | $4,296-72.0% |