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 | $52,927 | $51,638+2.5% | $68,368-22.6% | $82,448-35.8% |
| Participation rate | 57.7% | 63.6%-5.9pp | 73.8%-16.1pp | 68.1%-10.4pp |
| Annual return | 12.92% | 37.53%-24.6pp | 292.57%-279.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,467 | $2,047-28.3% | $2,649-44.6% | $2,551-42.5% |
| Participant deferral / active EE | $2,896 | $2,914-0.6% | $4,123-29.8% | $4,139-30.0% |
| Admin fee / account holder | $14,310 | $4,643+208.2% | $5,150+177.9% | $7,234+97.8% |