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 | $49,730 | $77,677-36.0% | $109,173-54.4% | $79,391-37.4% |
| Participation rate | 65.1% | 67.8%-2.7pp | 75.9%-10.7pp | 70.7%-5.6pp |
| Annual return | 10.60% | 23.44%-12.8pp | 25.75%-15.2pp | 116.88%-106.3pp |
| Employer contribution / active EE | $742 | $2,798-73.5% | $3,723-80.1% | $2,428-69.4% |
| Participant deferral / active EE | $2,569 | $3,517-27.0% | $4,654-44.8% | $4,046-36.5% |
| Admin fee / account holder | $687 | $732-6.2% | $6,755-89.8% | $627+9.6% |