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 | $60,444-23.7% | $68,948-33.1% | $82,448-44.0% |
| Participation rate | 61.7% | 73.6%-11.9pp | 79.2%-17.5pp | 68.1%-6.4pp |
| Annual return | 9.90% | 15.42%-5.5pp | 28.39%-18.5pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,512 | $3,449-56.2% | $4,165-63.7% | $2,551-40.7% |
| Participant deferral / active EE | $2,690 | $3,658-26.5% | $6,186-56.5% | $4,139-35.0% |
| Admin fee / account holder | $6,393 | $6,421-0.4% | $7,539-15.2% | $7,234-11.6% |