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 | $74,996 | $110,137-31.9% | $161,149-53.5% | $82,637-9.2% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 8.99% | 20.69%-11.7pp | 21.16%-12.2pp | 53.51%-44.5pp |
| Employer contribution / active EE | $3,016 | $2,856+5.6% | $4,360-30.8% | $2,552+18.2% |
| Participant deferral / active EE | $7,258 | $4,575+58.7% | $6,153+18.0% | $4,126+75.9% |
| Admin fee / account holder | $26,757 | $9,467+182.7% | $15,194+76.1% | $7,339+264.6% |