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 | $50,846 | $79,955-36.4% | $98,461-48.4% | $75,173-32.4% |
| Participation rate | 57.4% | 70.4%-13.0pp | 75.2%-17.8pp | 67.2%-9.8pp |
| Annual return | 8.25% | 19.75%-11.5pp | 21.17%-12.9pp | 160.72%-152.5pp |
| Employer contribution / active EE | $1,750 | $2,264-22.7% | $3,049-42.6% | $2,671-34.5% |
| Participant deferral / active EE | $4,733 | $3,752+26.1% | $4,738-0.1% | $4,126+14.7% |
| Admin fee / account holder | $5,193 | $6,841-24.1% | $8,961-42.0% | $5,651-8.1% |