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 | $34,010 | $54,757-37.9% | $90,300-62.3% | $72,983-53.4% |
| Participation rate | 31.1% | 65.1%-34.1pp | 73.3%-42.2pp | 69.5%-38.4pp |
| Annual return | 12.57% | 30.63%-18.1pp | 78.11%-65.5pp | 81.01%-68.4pp |
| Employer contribution / active EE | $837 | $2,092-60.0% | $2,854-70.7% | $2,440-65.7% |
| Participant deferral / active EE | $1,179 | $2,887-59.2% | $3,884-69.6% | $3,608-67.3% |
| Admin fee / account holder | $9,426 | $3,972+137.3% | $5,353+76.1% | $5,124+84.0% |