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 | $60,532 | $68,880-12.1% | $120,580-49.8% | $80,959-25.2% |
| Participation rate | 51.0% | 61.7%-10.7pp | 72.0%-21.0pp | 67.7%-16.7pp |
| Annual return | 9.60% | 23.68%-14.1pp | 107.48%-97.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $755 | $2,066-63.5% | $3,469-78.2% | $2,757-72.6% |
| Participant deferral / active EE | $2,002 | $3,191-37.3% | $4,995-59.9% | $4,300-53.4% |
| Admin fee / account holder | $1,235 | $5,785-78.7% | $9,418-86.9% | $6,925-82.2% |