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 | $50,902 | $58,627-13.2% | $76,735-33.7% | $82,448-38.3% |
| Participation rate | 42.1% | 63.2%-21.1pp | 69.5%-27.4pp | 68.1%-26.0pp |
| Annual return | 9.21% | 39.10%-29.9pp | 29.77%-20.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $328 | $1,729-81.0% | $2,454-86.6% | $2,551-87.1% |
| Participant deferral / active EE | $2,034 | $3,134-35.1% | $4,088-50.3% | $4,139-50.9% |
| Admin fee / account holder | $4,419 | $5,323-17.0% | $7,189-38.5% | $7,234-38.9% |