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 | $66,183 | $77,472-14.6% | $100,415-34.1% | $80,959-18.3% |
| Participation rate | 53.3% | 76.9%-23.6pp | 81.5%-28.2pp | 67.7%-14.3pp |
| Annual return | 9.14% | 37.26%-28.1pp | 49.47%-40.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,980 | $6,818-56.3% | $8,091-63.2% | $4,300-30.7% |
| Admin fee / account holder | $1,040 | $5,885-82.3% | $7,906-86.8% | $6,925-85.0% |