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 | $48,338 | $76,564-36.9% | $105,582-54.2% | $94,015-48.6% |
| Participation rate | 63.8% | 65.2%-1.3pp | 71.8%-7.9pp | 70.8%-7.0pp |
| Annual return | 9.11% | 20.69%-11.6pp | 18.61%-9.5pp | 17.84%-8.7pp |
| Employer contribution / active EE | $2,333 | $1,995+16.9% | $2,984-21.8% | $2,790-16.4% |
| Participant deferral / active EE | $4,209 | $3,320+26.8% | $4,353-3.3% | $4,249-1.0% |
| Admin fee / account holder | $39,530 | $7,129+454.5% | $12,856+207.5% | $8,951+341.6% |