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 | $51,114 | $78,428-34.8% | $95,960-46.7% | $79,852-36.0% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-8.9pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.63%-81.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,029 | $1,945-47.1% | $2,541-59.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,614 | $3,440-24.0% | $4,167-37.3% | $3,740-30.1% |
| Admin fee / account holder | $2,448 | $5,622-56.5% | $6,797-64.0% | $5,306-53.9% |