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 | $44,768 | $72,273-38.1% | $101,275-55.8% | $79,856-43.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 10.58% | 22.30%-11.7pp | 46.48%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $823 | $2,691-69.4% | $3,660-77.5% | $2,471-66.7% |
| Participant deferral / active EE | $1,583 | $3,282-51.8% | $4,371-63.8% | $3,741-57.7% |
| Admin fee / account holder | $12,130 | $4,401+175.6% | $5,948+103.9% | $5,306+128.6% |