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 | $57,618 | $60,442-4.7% | $96,754-40.4% | $87,485-34.1% |
| Participation rate | 46.8% | 58.7%-11.9pp | 70.3%-23.5pp | 68.9%-22.1pp |
| Annual return | 13.32% | 21.97%-8.6pp | 82.04%-68.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $369 | $1,691-78.2% | $2,679-86.2% | $2,596-85.8% |
| Participant deferral / active EE | $2,515 | $3,280-23.3% | $4,758-47.1% | $4,274-41.1% |
| Admin fee / account holder | $916 | $5,069-81.9% | $8,905-89.7% | $7,775-88.2% |