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 | $66,516 | $83,898-20.7% | $133,346-50.1% | $94,015-29.2% |
| Participation rate | 55.8% | 63.4%-7.5pp | 72.8%-17.0pp | 70.8%-15.0pp |
| Annual return | 9.91% | 16.00%-6.1pp | 36.85%-26.9pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,667 | $1,821-8.4% | $2,853-41.6% | $2,790-40.2% |
| Participant deferral / active EE | $2,775 | $3,245-14.5% | $4,332-35.9% | $4,249-34.7% |
| Admin fee / account holder | $21,442 | $7,809+174.6% | $14,264+50.3% | $8,951+139.5% |