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 | $66,448 | $81,331-18.3% | $155,534-57.3% | $80,935-17.9% |
| Participation rate | 52.9% | 66.3%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 8.76% | 33.37%-24.6pp | 64.92%-56.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $2,087 | $3,105-32.8% | $4,675-55.4% | $2,757-24.3% |
| Participant deferral / active EE | $4,361 | $3,454+26.3% | $5,630-22.5% | $4,299+1.4% |
| Admin fee / account holder | $26,893 | $7,999+236.2% | $15,900+69.1% | $6,924+288.4% |