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 | $57,531 | $65,367-12.0% | $92,915-38.1% | $72,976-21.2% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.6pp |
| Annual return | 13.66% | 42.11%-28.5pp | 109.45%-95.8pp | 81.02%-67.4pp |
| Employer contribution / active EE | $1,264 | $2,594-51.3% | $3,653-65.4% | $2,440-48.2% |
| Participant deferral / active EE | $2,536 | $3,128-18.9% | $4,238-40.2% | $3,608-29.7% |
| Admin fee / account holder | $639 | $4,251-85.0% | $5,796-89.0% | $5,124-87.5% |