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 | $47,207 | $81,331-42.0% | $155,534-69.6% | $80,935-41.7% |
| Participation rate | 47.1% | 66.3%-19.1pp | 78.2%-31.1pp | 67.7%-20.5pp |
| Annual return | 9.23% | 33.37%-24.1pp | 64.92%-55.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,121 | $3,105-63.9% | $4,675-76.0% | $2,757-59.3% |
| Participant deferral / active EE | $3,014 | $3,454-12.8% | $5,630-46.5% | $4,299-29.9% |
| Admin fee / account holder | $7,556 | $7,999-5.5% | $15,900-52.5% | $6,924+9.1% |