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 | $48,221 | $69,444-30.6% | $92,985-48.1% | $87,485-44.9% |
| Participation rate | 62.2% | 63.3%-1.1pp | 69.5%-7.3pp | 68.9%-6.7pp |
| Annual return | 10.37% | 23.85%-13.5pp | 27.99%-17.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $708 | $1,917-63.1% | $2,662-73.4% | $2,596-72.7% |
| Participant deferral / active EE | $3,041 | $3,364-9.6% | $4,377-30.5% | $4,274-28.8% |
| Admin fee / account holder | $34,525 | $6,137+462.5% | $9,463+264.8% | $7,775+344.1% |