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 | $59,118 | $81,276-27.3% | $155,574-62.0% | $80,925-26.9% |
| Participation rate | 53.1% | 66.2%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 9.50% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $525 | $3,103-83.1% | $4,676-88.8% | $2,756-80.9% |
| Participant deferral / active EE | $3,901 | $3,453+13.0% | $5,629-30.7% | $4,299-9.2% |
| Admin fee / account holder | $9,934 | $7,993+24.3% | $15,914-37.6% | $6,940+43.1% |