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 | $54,851 | $54,541+0.6% | $78,778-30.4% | $70,124-21.8% |
| Participation rate | 53.1% | 60.8%-7.7pp | 69.2%-16.1pp | 69.5%-16.4pp |
| Annual return | 11.26% | 21.07%-9.8pp | 35.62%-24.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $695 | $1,089-36.1% | $1,986-65.0% | $2,342-70.3% |
| Participant deferral / active EE | $1,412 | $2,210-36.1% | $2,958-52.3% | $3,332-57.6% |
| Admin fee / account holder | $13,988 | $3,709+277.2% | $5,134+172.5% | $4,645+201.1% |