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 | $55,242 | $48,364+14.2% | $71,796-23.1% | $62,881-12.1% |
| Participation rate | 54.2% | 60.6%-6.5pp | 69.1%-14.9pp | 69.3%-15.1pp |
| Annual return | 4.66% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $643 | $1,042-38.3% | $1,924-66.6% | $2,281-71.8% |
| Participant deferral / active EE | $2,324 | $2,091+11.1% | $2,794-16.8% | $3,203-27.4% |
| Admin fee / account holder | $17,139 | $3,771+354.5% | $4,815+256.0% | $4,296+299.0% |