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 | $45,682 | $54,541-16.2% | $78,778-42.0% | $70,126-34.9% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 10.43% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $491 | $1,089-54.9% | $1,986-75.3% | $2,343-79.1% |
| Participant deferral / active EE | $1,919 | $2,210-13.2% | $2,958-35.1% | $3,332-42.4% |
| Admin fee / account holder | $1,593 | $3,709-57.0% | $5,134-69.0% | $4,645-65.7% |