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 | $61,646 | $68,878-10.5% | $120,574-48.9% | $80,935-23.8% |
| Participation rate | 42.6% | 61.7%-19.1pp | 71.9%-29.3pp | 67.7%-25.0pp |
| Annual return | 9.72% | 23.67%-13.9pp | 107.42%-97.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $820 | $2,065-60.3% | $3,471-76.4% | $2,757-70.3% |
| Participant deferral / active EE | $1,970 | $3,189-38.2% | $4,996-60.6% | $4,299-54.2% |
| Admin fee / account holder | $3,950 | $5,782-31.7% | $9,445-58.2% | $6,924-42.9% |