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 | $56,326 | $79,955-29.6% | $98,450-42.8% | $75,181-25.1% |
| Participation rate | 46.2% | 70.4%-24.2pp | 75.2%-29.0pp | 67.2%-21.0pp |
| Annual return | 7.91% | 19.75%-11.8pp | 21.16%-13.3pp | 160.69%-152.8pp |
| Employer contribution / active EE | $1,324 | $2,264-41.5% | $3,049-56.6% | $2,671-50.4% |
| Participant deferral / active EE | $3,091 | $3,752-17.6% | $4,739-34.8% | $4,126-25.1% |
| Admin fee / account holder | $1,469 | $6,841-78.5% | $8,961-83.6% | $5,650-74.0% |