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 | $39,831 | $75,541-47.3% | $152,093-73.8% | $82,637-51.8% |
| Participation rate | 35.1% | 66.5%-31.5pp | 77.8%-42.7pp | 68.1%-33.0pp |
| Annual return | 12.04% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $608 | $2,622-76.8% | $4,175-85.4% | $2,552-76.2% |
| Participant deferral / active EE | $991 | $3,206-69.1% | $5,451-81.8% | $4,126-76.0% |
| Admin fee / account holder | $7,023 | $6,405+9.7% | $14,497-51.6% | $7,339-4.3% |