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 | $33,627 | $81,358-58.7% | $155,556-78.4% | $80,959-58.5% |
| Participation rate | 54.7% | 66.3%-11.6pp | 78.2%-23.5pp | 67.7%-13.0pp |
| Annual return | 9.82% | 33.39%-23.6pp | 64.84%-55.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $958 | $3,106-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $3,830 | $3,455+10.9% | $5,631-32.0% | $4,300-10.9% |
| Admin fee / account holder | $4,142 | $7,994-48.2% | $15,885-73.9% | $6,925-40.2% |