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 | $46,986 | $63,845-26.4% | $81,370-42.3% | $80,959-42.0% |
| Participation rate | 67.7% | 63.9%+3.8pp | 69.5%-1.8pp | 67.7%0pp |
| Annual return | 9.75% | 16.37%-6.6pp | 24.85%-15.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,610 | $1,980-18.7% | $2,464-34.7% | $2,757-41.6% |
| Participant deferral / active EE | $3,212 | $3,093+3.8% | $3,885-17.3% | $4,300-25.3% |
| Admin fee / account holder | $1,222 | $5,688-78.5% | $5,749-78.7% | $6,925-82.4% |