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 | $59,884 | $72,012-16.8% | $185,827-67.8% | $79,858-25.0% |
| Participation rate | 34.5% | 65.8%-31.3pp | 78.0%-43.6pp | 69.6%-35.2pp |
| Annual return | 10.60% | 23.12%-12.5pp | 35.96%-25.4pp | 31.72%-21.1pp |
| Employer contribution / active EE | $774 | $1,965-60.6% | $4,087-81.1% | $2,471-68.7% |
| Participant deferral / active EE | $2,238 | $3,779-40.8% | $5,633-60.3% | $3,740-40.2% |
| Admin fee / account holder | $7,054 | $4,513+56.3% | $9,502-25.8% | $5,306+32.9% |