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 | $44,966 | $52,580-14.5% | $71,671-37.3% | $70,131-35.9% |
| Participation rate | 59.7% | 60.9%-1.2pp | 68.7%-9.1pp | 69.5%-9.9pp |
| Annual return | 11.61% | 20.25%-8.6pp | 20.65%-9.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,091 | $1,616-32.5% | $2,460-55.6% | $2,342-53.4% |
| Participant deferral / active EE | $2,159 | $2,386-9.5% | $3,438-37.2% | $3,332-35.2% |
| Admin fee / account holder | $1,924 | $3,653-47.3% | $5,558-65.4% | $4,645-58.6% |