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 | $50,942 | $51,638-1.3% | $129,406-60.6% | $80,959-37.1% |
| Participation rate | 65.7% | 56.9%+8.8pp | 69.6%-3.9pp | 67.7%-2.0pp |
| Annual return | 6.99% | 20.78%-13.8pp | 9468.18%-9461.2pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,391 | $1,584-12.2% | $4,155-66.5% | $2,757-49.6% |
| Participant deferral / active EE | $1,466 | $2,670-45.1% | $4,167-64.8% | $4,300-65.9% |
| Admin fee / account holder | $4,085 | $4,313-5.3% | $7,689-46.9% | $6,925-41.0% |