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 | $106,974-48.1% | $90,796-38.8% | $138,895-60.0% |
| Participation rate | 22.2% | 74.9%-52.6pp | 69.5%-47.3pp | 79.9%-57.7pp |
| Annual return | 9.14% | 20.10%-11.0pp | 19.29%-10.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $722 | $2,609-72.3% | $2,294-68.5% | $4,194-82.8% |
| Participant deferral / active EE | $1,411 | $4,455-68.3% | $3,822-63.1% | $6,396-77.9% |
| Admin fee / account holder | $12,275 | $8,626+42.3% | $7,024+74.8% | $12,562-2.3% |