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 | $49,645 | $67,602-26.6% | $82,312-39.7% | $70,126-29.2% |
| Participation rate | 62.0% | 72.8%-10.7pp | 76.9%-14.9pp | 69.5%-7.5pp |
| Annual return | 9.64% | 21.57%-11.9pp | 25.88%-16.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $569 | $1,755-67.6% | $2,428-76.5% | $2,343-75.7% |
| Participant deferral / active EE | $2,213 | $2,987-25.9% | $3,706-40.3% | $3,332-33.6% |
| Admin fee / account holder | $1,504 | $4,512-66.7% | $5,608-73.2% | $4,645-67.6% |