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 | $52,750 | $138,386-61.9% | $184,260-71.4% | $80,935-34.8% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.7%-2.0pp |
| Annual return | 8.16% | 20.02%-11.9pp | 28.84%-20.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,851 | $4,851-61.8% | $6,427-71.2% | $2,757-32.9% |
| Participant deferral / active EE | $3,483 | $7,076-50.8% | $9,133-61.9% | $4,299-19.0% |
| Admin fee / account holder | $1,765 | $10,489-83.2% | $13,898-87.3% | $6,924-74.5% |