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 | $46,146 | $83,073-44.5% | $88,457-47.8% | $87,485-47.3% |
| Participation rate | 61.7% | 71.3%-9.6pp | 78.6%-17.0pp | 68.9%-7.3pp |
| Annual return | 9.90% | 15.48%-5.6pp | 32.69%-22.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,512 | $4,044-62.6% | $4,681-67.7% | $2,596-41.8% |
| Participant deferral / active EE | $2,690 | $4,389-38.7% | $5,667-52.5% | $4,274-37.1% |
| Admin fee / account holder | $6,393 | $7,192-11.1% | $9,606-33.4% | $7,775-17.8% |