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 | $57,590-3.0% | $86,233-35.2% | $82,448-32.2% |
| Participation rate | 48.8% | 57.9%-9.1pp | 69.0%-20.2pp | 68.1%-19.3pp |
| Annual return | 12.33% | 22.41%-10.1pp | 61.39%-49.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,316 | $1,655-20.5% | $2,504-47.4% | $2,551-48.4% |
| Participant deferral / active EE | $3,396 | $3,080+10.3% | $4,559-25.5% | $4,139-17.9% |
| Admin fee / account holder | $12,938 | $4,730+173.5% | $8,342+55.1% | $7,234+78.8% |