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 | $52,572 | $52,682-0.2% | $78,004-32.6% | $64,097-18.0% |
| Participation rate | 35.1% | 47.7%-12.6pp | 69.4%-34.4pp | 55.2%-20.1pp |
| Annual return | 11.20% | 22.45%-11.2pp | 31.07%-19.9pp | 34.64%-23.4pp |
| Employer contribution / active EE | $540 | $1,323-59.2% | $2,469-78.1% | $1,891-71.5% |
| Participant deferral / active EE | $1,102 | $2,346-53.0% | $4,092-73.1% | $3,080-64.2% |
| Admin fee / account holder | $3,228 | $5,420-40.4% | $7,578-57.4% | $3,454-6.5% |