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 | $40,483 | $53,774-24.7% | $134,162-69.8% | $79,852-49.3% |
| Participation rate | 56.3% | 58.8%-2.5pp | 72.2%-15.9pp | 69.6%-13.4pp |
| Annual return | 9.85% | 19.01%-9.2pp | 36.35%-26.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $931 | $1,322-29.6% | $3,705-74.9% | $2,471-62.3% |
| Participant deferral / active EE | $1,710 | $2,420-29.3% | $3,500-51.1% | $3,740-54.3% |
| Admin fee / account holder | $301 | $3,985-92.4% | $6,685-95.5% | $5,306-94.3% |