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 | $51,325 | $57,119-10.1% | $85,187-39.8% | $80,935-36.6% |
| Participation rate | 51.6% | 56.4%-4.8pp | 67.5%-15.9pp | 67.7%-16.0pp |
| Annual return | 9.90% | 21.70%-11.8pp | 66.67%-56.8pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,229 | $1,802-31.8% | $2,732-55.0% | $2,757-55.4% |
| Participant deferral / active EE | $2,550 | $3,115-18.1% | $4,525-43.7% | $4,299-40.7% |
| Admin fee / account holder | $8,298 | $4,990+66.3% | $6,162+34.7% | $6,924+19.8% |