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 | $58,057-8.9% | $97,032-45.5% | $86,983-39.2% |
| Participation rate | 24.7% | 60.4%-35.7pp | 71.6%-46.9pp | 69.5%-44.9pp |
| Annual return | 8.49% | 22.26%-13.8pp | 35.38%-26.9pp | 25.83%-17.3pp |
| Employer contribution / active EE | $1,222 | $1,663-26.5% | $2,629-53.5% | $2,584-52.7% |
| Participant deferral / active EE | $1,360 | $3,244-58.1% | $4,672-70.9% | $4,194-67.6% |
| Admin fee / account holder | $17,411 | $4,839+259.8% | $9,418+84.9% | $7,856+121.6% |