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 | $45,002 | $89,367-49.6% | $141,191-68.1% | $72,975-38.3% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.5%-34.1pp | 69.5%-21.1pp |
| Annual return | 16.47% | 111.87%-95.4pp | 71.41%-54.9pp | 81.01%-64.5pp |
| Employer contribution / active EE | $1,019 | $3,115-67.3% | $4,736-78.5% | $2,440-58.2% |
| Participant deferral / active EE | $2,513 | $5,419-53.6% | $6,710-62.6% | $3,608-30.3% |
| Admin fee / account holder | $410 | $5,957-93.1% | $10,264-96.0% | $5,124-92.0% |