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 | $47,026 | $81,331-42.2% | $155,534-69.8% | $80,935-41.9% |
| Participation rate | 69.7% | 66.3%+3.4pp | 78.2%-8.5pp | 67.7%+2.0pp |
| Annual return | 10.09% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $810 | $3,105-73.9% | $4,675-82.7% | $2,757-70.6% |
| Participant deferral / active EE | $3,454 | $3,4540% | $5,630-38.7% | $4,299-19.7% |
| Admin fee / account holder | $5,811 | $7,999-27.4% | $15,900-63.5% | $6,924-16.1% |