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 | $59,741 | $86,940-31.3% | $102,434-41.7% | $80,935-26.2% |
| Participation rate | 32.5% | 72.4%-39.9pp | 76.5%-44.0pp | 67.7%-35.2pp |
| Annual return | 8.29% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $828 | $2,370-65.1% | $3,023-72.6% | $2,757-70.0% |
| Participant deferral / active EE | $2,185 | $4,121-47.0% | $5,055-56.8% | $4,299-49.2% |
| Admin fee / account holder | $17,203 | $8,047+113.8% | $9,462+81.8% | $6,924+148.4% |