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 | $53,128 | $91,037-41.6% | $71,671-25.9% | $147,586-64.0% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 6.28% | 20.48%-14.2pp | 20.65%-14.4pp | 578.59%-572.3pp |
| Employer contribution / active EE | $691 | $3,327-79.2% | $2,460-71.9% | $4,876-85.8% |
| Participant deferral / active EE | $9,600 | $4,498+113.4% | $3,438+179.2% | $5,439+76.5% |
| Admin fee / account holder | $1,043 | $8,613-87.9% | $5,558-81.2% | $10,886-90.4% |