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 | $49,904 | $81,276-38.6% | $155,574-67.9% | $80,925-38.3% |
| Participation rate | 67.8% | 66.2%+1.6pp | 78.2%-10.4pp | 67.7%+0.2pp |
| Annual return | 10.13% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $3,061 | $3,103-1.4% | $4,676-34.5% | $2,756+11.0% |
| Participant deferral / active EE | $6,266 | $3,453+81.5% | $5,629+11.3% | $4,299+45.8% |
| Admin fee / account holder | $27,661 | $7,993+246.1% | $15,914+73.8% | $6,940+298.6% |