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 | $47,911 | $91,760-47.8% | $156,181-69.3% | $67,986-29.5% |
| Participation rate | 32.0% | 65.0%-33.0pp | 78.8%-46.8pp | 57.2%-25.2pp |
| Annual return | 12.06% | 18.14%-6.1pp | 64.87%-52.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $922 | $2,419-61.9% | $4,294-78.5% | $2,019-54.3% |
| Participant deferral / active EE | $2,482 | $3,960-37.3% | $6,132-59.5% | $3,358-26.1% |
| Admin fee / account holder | $24,810 | $3,949+528.3% | $14,586+70.1% | $3,203+674.5% |