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 | $47,293 | $54,541-13.3% | $78,778-40.0% | $70,126-32.6% |
| Participation rate | 50.6% | 60.8%-10.2pp | 69.2%-18.6pp | 69.5%-18.9pp |
| Annual return | 11.43% | 21.07%-9.6pp | 35.62%-24.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $642 | $1,089-41.0% | $1,986-67.7% | $2,343-72.6% |
| Participant deferral / active EE | $1,666 | $2,210-24.6% | $2,958-43.7% | $3,332-50.0% |
| Admin fee / account holder | $6,439 | $3,709+73.6% | $5,134+25.4% | $4,645+38.6% |