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 | $47,442 | $98,776-52.0% | $149,745-68.3% | $79,856-40.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 10.25% | 27.38%-17.1pp | 276.72%-266.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,309 | $3,217-28.2% | $4,646-50.3% | $2,471-6.6% |
| Participant deferral / active EE | $4,617 | $5,681-18.7% | $6,843-32.5% | $3,741+23.4% |
| Admin fee / account holder | $9,601 | $6,053+58.6% | $9,312+3.1% | $5,306+80.9% |