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 | $49,948 | $72,273-30.9% | $101,275-50.7% | $79,856-37.5% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 8.26% | 22.30%-14.0pp | 46.48%-38.2pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,038 | $2,691-61.4% | $3,660-71.6% | $2,471-58.0% |
| Participant deferral / active EE | $2,037 | $3,282-37.9% | $4,371-53.4% | $3,741-45.6% |
| Admin fee / account holder | $5,766 | $4,401+31.0% | $5,948-3.1% | $5,306+8.7% |