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 | $36,326 | $45,343-19.9% | $150,298-75.8% | $67,986-46.6% |
| Participation rate | 46.2% | 51.9%-5.6pp | 77.8%-31.5pp | 57.2%-11.0pp |
| Annual return | 9.98% | 33.28%-23.3pp | 62.79%-52.8pp | 31.67%-21.7pp |
| Employer contribution / active EE | $1,112 | $1,462-23.9% | $4,154-73.2% | $2,019-44.9% |
| Participant deferral / active EE | $1,396 | $2,055-32.1% | $5,453-74.4% | $3,358-58.4% |
| Admin fee / account holder | $2,857 | $2,250+27.0% | $14,116-79.8% | $3,203-10.8% |