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 | $52,242 | $77,908-32.9% | $149,696-65.1% | $75,173-30.5% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 11.25% | 31.73%-20.5pp | 134.46%-123.2pp | 160.72%-149.5pp |
| Employer contribution / active EE | $974 | $3,138-69.0% | $4,821-79.8% | $2,671-63.5% |
| Participant deferral / active EE | $3,708 | $3,411+8.7% | $5,682-34.7% | $4,126-10.1% |
| Admin fee / account holder | $3,928 | $5,950-34.0% | $13,212-70.3% | $5,651-30.5% |