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 | $50,703 | $81,331-37.7% | $155,534-67.4% | $80,935-37.4% |
| Participation rate | 28.0% | 66.3%-38.3pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | 9.60% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $513 | $3,105-83.5% | $4,675-89.0% | $2,757-81.4% |
| Participant deferral / active EE | $1,010 | $3,454-70.7% | $5,630-82.1% | $4,299-76.5% |
| Admin fee / account holder | $458 | $7,999-94.3% | $15,900-97.1% | $6,924-93.4% |