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 | $48,008 | $58,828-18.4% | $78,002-38.5% | $62,881-23.7% |
| Participation rate | 61.5% | 71.1%-9.5pp | 75.5%-14.0pp | 69.3%-7.8pp |
| Annual return | 4.66% | 17.16%-12.5pp | 425.99%-421.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $662 | $1,672-60.4% | $2,470-73.2% | $2,281-71.0% |
| Participant deferral / active EE | $1,185 | $2,686-55.9% | $3,497-66.1% | $3,203-63.0% |
| Admin fee / account holder | $1,501 | $4,393-65.8% | $5,481-72.6% | $4,296-65.1% |