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 | $57,941 | $80,763-28.3% | $102,412-43.4% | $74,459-22.2% |
| Participation rate | 58.4% | 65.7%-7.3pp | 74.5%-16.1pp | 67.2%-8.8pp |
| Annual return | 10.19% | 27.57%-17.4pp | 24.94%-14.8pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,142 | $3,160-63.9% | $3,870-70.5% | $2,626-56.5% |
| Participant deferral / active EE | $3,897 | $3,862+0.9% | $5,060-23.0% | $4,350-10.4% |
| Admin fee / account holder | $7,335 | $2,371+209.3% | $8,388-12.6% | $1,945+277.2% |