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 | $55,531 | $102,245-45.7% | $89,340-37.8% | $137,256-59.5% |
| Participation rate | 22.2% | 74.9%-52.7pp | 69.6%-47.3pp | 80.0%-57.7pp |
| Annual return | 9.14% | 21.89%-12.8pp | 20.57%-11.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $722 | $2,529-71.5% | $2,231-67.7% | $4,156-82.6% |
| Participant deferral / active EE | $1,411 | $4,436-68.2% | $3,823-63.1% | $6,407-78.0% |
| Admin fee / account holder | $12,275 | $8,085+51.8% | $6,704+83.1% | $12,2700% |