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 | $52,241 | $77,358-32.5% | $102,184-48.9% | $87,485-40.3% |
| Participation rate | 48.1% | 78.7%-30.6pp | 82.6%-34.5pp | 68.9%-20.9pp |
| Annual return | 13.20% | 41.11%-27.9pp | 31.58%-18.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,042 | $2,562-20.3% | $3,594-43.2% | $2,596-21.4% |
| Participant deferral / active EE | $4,099 | $6,753-39.3% | $8,309-50.7% | $4,274-4.1% |
| Admin fee / account holder | $21,500 | $6,809+215.7% | $11,609+85.2% | $7,775+176.5% |