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 | $49,127 | $60,444-18.7% | $68,948-28.7% | $82,448-40.4% |
| Participation rate | 37.5% | 73.6%-36.1pp | 79.2%-41.7pp | 68.1%-30.6pp |
| Annual return | 11.64% | 15.42%-3.8pp | 28.39%-16.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,733 | $3,449-49.8% | $4,165-58.4% | $2,551-32.1% |
| Participant deferral / active EE | $1,191 | $3,658-67.5% | $6,186-80.8% | $4,139-71.2% |
| Admin fee / account holder | $38,393 | $6,421+497.9% | $7,539+409.3% | $7,234+430.7% |