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 | $52,757 | $77,908-32.3% | $149,696-64.8% | $75,173-29.8% |
| Participation rate | 29.0% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.2pp |
| Annual return | 4.15% | 31.73%-27.6pp | 134.46%-130.3pp | 160.72%-156.6pp |
| Employer contribution / active EE | $617 | $3,138-80.4% | $4,821-87.2% | $2,671-76.9% |
| Participant deferral / active EE | $2,986 | $3,411-12.5% | $5,682-47.5% | $4,126-27.6% |
| Admin fee / account holder | $8,861 | $5,950+48.9% | $13,212-32.9% | $5,651+56.8% |