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 | $72,054 | $109,620-34.3% | $148,496-51.5% | $94,015-23.4% |
| Participation rate | 51.5% | 71.3%-19.8pp | 76.0%-24.6pp | 70.8%-19.4pp |
| Annual return | 9.46% | 17.54%-8.1pp | 12.33%-2.9pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,351 | $2,618-48.4% | $3,497-61.4% | $2,790-51.6% |
| Participant deferral / active EE | $2,815 | $3,831-26.5% | $4,808-41.5% | $4,249-33.7% |
| Admin fee / account holder | $9,016 | $10,050-10.3% | $19,547-53.9% | $8,951+0.7% |