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 | $48,390 | $54,541-11.3% | $78,778-38.6% | $70,131-31.0% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.8pp |
| Annual return | 6.95% | 21.07%-14.1pp | 35.62%-28.7pp | 73.14%-66.2pp |
| Employer contribution / active EE | $276 | $1,089-74.6% | $1,986-86.1% | $2,342-88.2% |
| Participant deferral / active EE | $2,737 | $2,210+23.8% | $2,958-7.5% | $3,332-17.9% |
| Admin fee / account holder | $3,568 | $3,709-3.8% | $5,134-30.5% | $4,645-23.2% |