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 | $34,908 | $84,236-58.6% | $170,435-79.5% | $70,126-50.2% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 7.28% | 23.06%-15.8pp | 205.94%-198.7pp | 73.15%-65.9pp |
| Employer contribution / active EE | $1,259 | $3,387-62.8% | $5,432-76.8% | $2,343-46.3% |
| Participant deferral / active EE | $1,172 | $3,086-62.0% | $4,939-76.3% | $3,332-64.8% |
| Admin fee / account holder | $10,019 | $5,698+75.8% | $13,881-27.8% | $4,645+115.7% |