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 | $45,682 | $55,684-18.0% | $75,900-39.8% | $72,976-37.4% |
| Participation rate | 62.3% | 61.1%+1.1pp | 69.3%-7.0pp | 69.5%-7.2pp |
| Annual return | 15.75% | 27.60%-11.8pp | 30.73%-15.0pp | 81.02%-65.3pp |
| Employer contribution / active EE | $909 | $1,687-46.1% | $2,501-63.7% | $2,440-62.7% |
| Participant deferral / active EE | $3,610 | $2,634+37.1% | $3,604+0.2% | $3,608+0.1% |
| Admin fee / account holder | $24,675 | $3,981+519.8% | $5,421+355.2% | $5,124+381.6% |