Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,337 | $58,493-12.2% | $84,023-38.9% | $72,976-29.7% |
| Participation rate | 58.6% | 61.2%-2.7pp | 69.0%-10.4pp | 69.5%-10.9pp |
| Annual return | 14.30% | 28.93%-14.6pp | 71.32%-57.0pp | 81.02%-66.7pp |
| Employer contribution / active EE | $558 | $1,163-52.0% | $1,984-71.9% | $2,440-77.1% |
| Participant deferral / active EE | $2,890 | $2,394+20.7% | $3,239-10.8% | $3,608-19.9% |
| Admin fee / account holder | $23,392 | $4,569+412.0% | $6,102+283.3% | $5,124+356.5% |