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 | $49,567 | $81,487-39.2% | $102,412-51.6% | $80,935-38.8% |
| Participation rate | 43.6% | 66.8%-23.2pp | 74.5%-30.9pp | 67.7%-24.0pp |
| Annual return | 10.09% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $949 | $3,103-69.4% | $3,870-75.5% | $2,757-65.6% |
| Participant deferral / active EE | $1,691 | $3,871-56.3% | $5,060-66.6% | $4,299-60.7% |
| Admin fee / account holder | $4,640 | $6,717-30.9% | $8,388-44.7% | $6,924-33.0% |