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 | $52,902 | $57,590-8.1% | $86,233-38.7% | $82,448-35.8% |
| Participation rate | 24.7% | 57.9%-33.2pp | 69.0%-44.3pp | 68.1%-43.4pp |
| Annual return | 8.49% | 22.41%-13.9pp | 61.39%-52.9pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,222 | $1,655-26.2% | $2,504-51.2% | $2,551-52.1% |
| Participant deferral / active EE | $1,360 | $3,080-55.8% | $4,559-70.2% | $4,139-67.1% |
| Admin fee / account holder | $17,411 | $4,730+268.1% | $8,342+108.7% | $7,234+140.7% |