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 | $55,834 | $77,814-28.2% | $158,223-64.7% | $86,983-35.8% |
| Participation rate | 44.4% | 68.4%-24.0pp | 79.2%-34.8pp | 69.5%-25.1pp |
| Annual return | 11.87% | 30.54%-18.7pp | 52.09%-40.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $382 | $2,592-85.3% | $4,109-90.7% | $2,584-85.2% |
| Participant deferral / active EE | $1,904 | $3,270-41.8% | $5,467-65.2% | $4,194-54.6% |
| Admin fee / account holder | $4,615 | $5,879-21.5% | $16,047-71.2% | $7,856-41.3% |