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 | $51,062 | $49,976+2.2% | $66,674-23.4% | $82,637-38.2% |
| Participation rate | 39.6% | 63.1%-23.5pp | 73.7%-34.1pp | 68.1%-28.5pp |
| Annual return | 8.20% | 39.09%-30.9pp | 321.24%-313.0pp | 53.51%-45.3pp |
| Employer contribution / active EE | $369 | $1,988-81.4% | $2,620-85.9% | $2,552-85.5% |
| Participant deferral / active EE | $1,155 | $2,847-59.4% | $4,084-71.7% | $4,126-72.0% |
| Admin fee / account holder | $680 | $4,594-85.2% | $5,098-86.7% | $7,339-90.7% |