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 | $51,783 | $68,852-24.8% | $120,524-57.0% | $80,925-36.0% |
| Participation rate | 51.9% | 61.6%-9.8pp | 71.9%-20.1pp | 67.7%-15.8pp |
| Annual return | 9.21% | 23.67%-14.5pp | 107.36%-98.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $2,156 | $2,063+4.5% | $3,469-37.9% | $2,756-21.8% |
| Participant deferral / active EE | $3,028 | $3,187-5.0% | $4,994-39.4% | $4,299-29.5% |
| Admin fee / account holder | $4,083 | $5,781-29.4% | $9,440-56.7% | $6,940-41.2% |