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 | $54,445 | $74,535-27.0% | $100,712-45.9% | $82,637-34.1% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 8.12% | 18.92%-10.8pp | 33.27%-25.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $384 | $1,503-74.4% | $2,313-83.4% | $2,552-85.0% |
| Participant deferral / active EE | $3,307 | $3,074+7.6% | $4,085-19.1% | $4,126-19.9% |
| Admin fee / account holder | $2,581 | $6,576-60.7% | $9,256-72.1% | $7,339-64.8% |