Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,038 | $77,962-40.9% | $178,540-74.2% | $80,935-43.1% |
| Participation rate | 60.5% | 65.7%-5.1pp | 77.1%-16.6pp | 67.7%-7.1pp |
| Annual return | 10.42% | 18.10%-7.7pp | 27.15%-16.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $819 | $2,280-64.1% | $3,953-79.3% | $2,757-70.3% |
| Participant deferral / active EE | $2,023 | $4,404-54.1% | $6,281-67.8% | $4,299-53.0% |
| Admin fee / account holder | $1,852 | $7,156-74.1% | $10,424-82.2% | $6,924-73.3% |