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 | $39,839 | $97,550-59.2% | $120,344-66.9% | $87,485-54.5% |
| Participation rate | 42.6% | 72.8%-30.3pp | 76.7%-34.2pp | 68.9%-26.4pp |
| Annual return | 8.61% | 18.41%-9.8pp | 20.30%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $1,273 | $2,291-44.4% | $3,020-57.8% | $2,596-51.0% |
| Participant deferral / active EE | $2,098 | $4,230-50.4% | $5,135-59.1% | $4,274-50.9% |
| Admin fee / account holder | $22,343 | $9,543+134.1% | $12,742+75.4% | $7,775+187.4% |