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 | $49,383 | $156,398-68.4% | $147,318-66.5% | $138,895-64.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 4.80% | 78.75%-74.0pp | 70.43%-65.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $1,902 | $4,853-60.8% | $4,593-58.6% | $4,194-54.7% |
| Participant deferral / active EE | $3,561 | $8,237-56.8% | $7,906-55.0% | $6,396-44.3% |
| Admin fee / account holder | $2,656 | $14,976-82.3% | $13,708-80.6% | $12,562-78.9% |