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 | $24,941 | $93,064-73.2% | $74,577-66.6% | $273,972-90.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 0.18% | 26.18%-26.0pp | 20.47%-20.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,249 | $3,160-60.5% | $2,525-50.5% | $4,869-74.3% |
| Participant deferral / active EE | $1,762 | $4,160-57.6% | $3,458-49.0% | $5,287-66.7% |
| Admin fee / account holder | $7,064 | $5,273+34.0% | $4,138+70.7% | $10,133-30.3% |