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 | $43,578 | $62,672-30.5% | $185,117-76.5% | $70,131-37.9% |
| Participation rate | 52.9% | 63.8%-10.8pp | 77.3%-24.3pp | 69.5%-16.6pp |
| Annual return | 10.87% | 40.79%-29.9pp | 40.50%-29.6pp | 73.14%-62.3pp |
| Employer contribution / active EE | $645 | $1,753-63.2% | $4,182-84.6% | $2,342-72.5% |
| Participant deferral / active EE | $2,579 | $3,272-21.2% | $5,045-48.9% | $3,332-22.6% |
| Admin fee / account holder | $1,286 | $3,932-67.3% | $8,159-84.2% | $4,645-72.3% |