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 | $47,487 | $48,364-1.8% | $71,796-33.9% | $62,881-24.5% |
| Participation rate | 53.8% | 60.6%-6.8pp | 69.1%-15.3pp | 69.3%-15.5pp |
| Annual return | 4.70% | 13.16%-8.5pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $314 | $1,042-69.9% | $1,924-83.7% | $2,281-86.2% |
| Participant deferral / active EE | $1,407 | $2,091-32.7% | $2,794-49.6% | $3,203-56.1% |
| Admin fee / account holder | $5,290 | $3,771+40.3% | $4,815+9.9% | $4,296+23.1% |