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 | $43,624 | $78,690-44.6% | $161,489-73.0% | $87,485-50.1% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 10.57% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,496 | $2,588-42.2% | $4,268-64.9% | $2,596-42.4% |
| Participant deferral / active EE | $1,432 | $3,311-56.7% | $5,630-74.6% | $4,274-66.5% |
| Admin fee / account holder | $2,470 | $6,724-63.3% | $16,006-84.6% | $7,775-68.2% |