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 | $63,113 | $78,668-19.8% | $109,152-42.2% | $85,854-26.5% |
| Participation rate | 28.6% | 68.3%-39.7pp | 75.9%-47.3pp | 69.3%-40.7pp |
| Annual return | 10.28% | 25.09%-14.8pp | 25.75%-15.5pp | 318.56%-308.3pp |
| Employer contribution / active EE | $1,240 | $2,733-54.6% | $3,722-66.7% | $2,565-51.7% |
| Participant deferral / active EE | $2,276 | $3,467-34.3% | $4,653-51.1% | $3,952-42.4% |
| Admin fee / account holder | $1,238 | $5,469-77.4% | $6,753-81.7% | $6,260-80.2% |