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 | $27,284 | $77,962-65.0% | $178,540-84.7% | $80,935-66.3% |
| Participation rate | 61.9% | 65.7%-3.8pp | 77.1%-15.2pp | 67.7%-5.8pp |
| Annual return | 8.69% | 18.10%-9.4pp | 27.15%-18.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,012 | $2,280-55.6% | $3,953-74.4% | $2,757-63.3% |
| Participant deferral / active EE | $2,295 | $4,404-47.9% | $6,281-63.5% | $4,299-46.6% |
| Admin fee / account holder | $5,209 | $7,156-27.2% | $10,424-50.0% | $6,924-24.8% |