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 | $55,858 | $58,848-5.1% | $88,179-36.7% | $82,637-32.4% |
| Participation rate | 48.8% | 57.9%-9.1pp | 69.1%-20.4pp | 68.1%-19.3pp |
| Annual return | 12.33% | 22.76%-10.4pp | 64.97%-52.6pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,316 | $1,678-21.6% | $2,549-48.4% | $2,552-48.4% |
| Participant deferral / active EE | $3,396 | $3,124+8.7% | $4,614-26.4% | $4,126-17.7% |
| Admin fee / account holder | $12,938 | $4,795+169.8% | $7,673+68.6% | $7,339+76.3% |