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 | $50,527 | $54,541-7.4% | $78,778-35.9% | $70,126-27.9% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.2%-8.1pp | 69.5%-8.4pp |
| Annual return | 11.03% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $534 | $1,089-51.0% | $1,986-73.1% | $2,343-77.2% |
| Participant deferral / active EE | $2,502 | $2,210+13.2% | $2,958-15.4% | $3,332-24.9% |
| Admin fee / account holder | $4,837 | $3,709+30.4% | $5,134-5.8% | $4,645+4.1% |