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 | $41,071 | $75,541-45.6% | $152,093-73.0% | $82,637-50.3% |
| Participation rate | 34.6% | 66.5%-31.9pp | 77.8%-43.2pp | 68.1%-33.4pp |
| Annual return | 12.48% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,399 | $2,622-46.7% | $4,175-66.5% | $2,552-45.2% |
| Participant deferral / active EE | $1,266 | $3,206-60.5% | $5,451-76.8% | $4,126-69.3% |
| Admin fee / account holder | $758 | $6,405-88.2% | $14,497-94.8% | $7,339-89.7% |