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 | $64,023 | $172,111-62.8% | $150,298-57.4% | $137,256-53.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.20% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,483 | $4,636-68.0% | $4,154-64.3% | $4,156-64.3% |
| Participant deferral / active EE | $2,610 | $6,166-57.7% | $5,453-52.1% | $6,407-59.3% |
| Admin fee / account holder | $3,304 | $16,471-79.9% | $14,116-76.6% | $12,270-73.1% |