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 | $52,032 | $43,496+19.6% | $161,489-67.8% | $64,340-19.1% |
| Participation rate | 48.6% | 53.5%-4.9pp | 78.7%-30.0pp | 55.2%-6.6pp |
| Annual return | 10.04% | 20.76%-10.7pp | 89.72%-79.7pp | 24.14%-14.1pp |
| Employer contribution / active EE | $825 | $1,431-42.4% | $4,268-80.7% | $1,862-55.7% |
| Participant deferral / active EE | $2,051 | $1,996+2.7% | $5,630-63.6% | $2,980-31.2% |
| Admin fee / account holder | $7,871 | $2,330+237.8% | $16,006-50.8% | $3,703+112.6% |