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 | $48,511 | $39,162+23.9% | $100,671-51.8% | $59,633-18.7% |
| Participation rate | 56.4% | 55.9%+0.5pp | 70.7%-14.4pp | 68.7%-12.3pp |
| Annual return | -5.17% | 21.07%-26.2pp | 20.43%-25.6pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $1,096 | $1,151-4.7% | $4,012-72.7% | $2,203-50.2% |
| Participant deferral / active EE | $1,857 | $1,992-6.8% | $3,144-40.9% | $3,192-41.8% |
| Admin fee / account holder | $4,045 | $2,969+36.2% | $4,850-16.6% | $4,297-5.9% |