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 | $75,541-42.3% | $152,093-71.3% | $82,637-47.2% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 10.57% | 32.56%-22.0pp | 66.36%-55.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,496 | $2,622-42.9% | $4,175-64.2% | $2,552-41.4% |
| Participant deferral / active EE | $1,432 | $3,206-55.3% | $5,451-73.7% | $4,126-65.3% |
| Admin fee / account holder | $2,470 | $6,405-61.4% | $14,497-83.0% | $7,339-66.3% |