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 | $52,201 | $63,082-17.2% | $81,726-36.1% | $79,856-34.6% |
| Participation rate | 52.5% | 67.5%-15.0pp | 72.0%-19.5pp | 69.6%-17.1pp |
| Annual return | 9.54% | 22.66%-13.1pp | 29.49%-20.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $863 | $1,795-51.9% | $4,311-80.0% | $2,471-65.1% |
| Participant deferral / active EE | $2,868 | $2,780+3.1% | $7,108-59.7% | $3,741-23.3% |
| Admin fee / account holder | $1,024 | $4,428-76.9% | $5,160-80.2% | $5,306-80.7% |