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 | $68,685 | $96,289-28.7% | $213,469-67.8% | $87,485-21.5% |
| Participation rate | 50.0% | 69.6%-19.6pp | 77.1%-27.1pp | 68.9%-18.9pp |
| Annual return | 11.21% | 17.78%-6.6pp | 20.58%-9.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,545 | $3,035-16.1% | $4,994-49.0% | $2,596-2.0% |
| Participant deferral / active EE | $5,825 | $4,750+22.6% | $6,841-14.8% | $4,274+36.3% |
| Admin fee / account holder | $58,453 | $9,670+504.5% | $27,141+115.4% | $7,775+651.8% |