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 | $49,466 | $73,787-33.0% | $98,716-49.9% | $82,448-40.0% |
| Participation rate | 42.6% | 61.4%-18.9pp | 69.3%-26.7pp | 68.1%-25.5pp |
| Annual return | 9.81% | 18.57%-8.8pp | 31.81%-22.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $379 | $1,511-74.9% | $2,279-83.4% | $2,551-85.1% |
| Participant deferral / active EE | $2,904 | $3,081-5.7% | $4,048-28.2% | $4,139-29.8% |
| Admin fee / account holder | $580 | $6,500-91.1% | $8,703-93.3% | $7,234-92.0% |