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 | $47,948 | $61,391-21.9% | $149,723-68.0% | $71,529-33.0% |
| Participation rate | 25.5% | 62.5%-37.0pp | 78.8%-53.3pp | 67.9%-42.5pp |
| Annual return | 11.43% | 35.88%-24.4pp | 134.50%-123.1pp | 28.97%-17.5pp |
| Employer contribution / active EE | $506 | $2,384-78.8% | $4,821-89.5% | $2,590-80.5% |
| Participant deferral / active EE | $1,475 | $2,921-49.5% | $5,682-74.0% | $4,291-65.6% |
| Admin fee / account holder | $834 | $1,264-34.0% | $13,215-93.7% | $1,588-47.5% |