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 | $57,453 | $100,194-42.7% | $122,979-53.3% | $86,983-33.9% |
| Participation rate | 46.7% | 73.0%-26.3pp | 77.2%-30.5pp | 69.5%-22.9pp |
| Annual return | 8.99% | 16.47%-7.5pp | 20.12%-11.1pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,221 | $2,326-47.5% | $3,062-60.1% | $2,584-52.8% |
| Participant deferral / active EE | $3,224 | $4,133-22.0% | $5,003-35.6% | $4,194-23.1% |
| Admin fee / account holder | $1,870 | $10,148-81.6% | $12,864-85.5% | $7,856-76.2% |