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 | $48,326 | $103,387-53.3% | $87,102-44.5% | $152,885-68.4% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.9%-7.3pp | 82.5%-12.9pp |
| Annual return | 3.70% | 28.10%-24.4pp | 28.19%-24.5pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,323 | $3,221-58.9% | $2,521-47.5% | $4,763-72.2% |
| Participant deferral / active EE | $2,061 | $4,778-56.9% | $4,048-49.1% | $5,851-64.8% |
| Admin fee / account holder | $683 | $12,193-94.4% | $7,491-90.9% | $11,598-94.1% |