Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,733 | $59,839-15.2% | $81,991-38.1% | $79,852-36.5% |
| Participation rate | 56.7% | 61.6%-5.0pp | 69.3%-12.6pp | 69.6%-13.0pp |
| Annual return | 10.24% | 17.56%-7.3pp | 41.31%-31.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,611 | $1,713-6.0% | $2,498-35.5% | $2,471-34.8% |
| Participant deferral / active EE | $3,409 | $2,695+26.5% | $3,722-8.4% | $3,740-8.9% |
| Admin fee / account holder | $4,319 | $4,287+0.8% | $5,665-23.7% | $5,306-18.6% |