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 | $31,219 | $81,262-61.6% | $155,602-79.9% | $80,911-61.4% |
| Participation rate | 68.8% | 66.2%+2.5pp | 78.2%-9.5pp | 67.6%+1.1pp |
| Annual return | 8.74% | 33.34%-24.6pp | 64.81%-56.1pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,958 | $3,102-36.9% | $4,675-58.1% | $2,756-29.0% |
| Participant deferral / active EE | $1,955 | $3,451-43.4% | $5,629-65.3% | $4,297-54.5% |
| Admin fee / account holder | $341 | $7,992-95.7% | $15,923-97.9% | $6,935-95.1% |