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 | $50,448 | $115,225-56.2% | $100,712-49.9% | $138,895-63.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.56% | 40.35%-31.8pp | 33.27%-24.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,610 | $2,771-41.9% | $2,313-30.4% | $4,194-61.6% |
| Participant deferral / active EE | $2,519 | $4,699-46.4% | $4,085-38.3% | $6,396-60.6% |
| Admin fee / account holder | $20,721 | $10,844+91.1% | $9,256+123.9% | $12,562+64.9% |