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 | $49,453 | $110,337-55.2% | $102,383-51.7% | $145,877-66.1% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 8.79% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,614 | $4,216-61.7% | $3,870-58.3% | $4,663-65.4% |
| Participant deferral / active EE | $2,012 | $5,621-64.2% | $5,060-60.2% | $6,691-69.9% |
| Admin fee / account holder | $1,011 | $9,750-89.6% | $8,391-88.0% | $13,402-92.5% |