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 | $49,084 | $58,493-16.1% | $84,023-41.6% | $72,976-32.7% |
| Participation rate | 65.6% | 61.2%+4.4pp | 69.0%-3.4pp | 69.5%-3.9pp |
| Annual return | 14.86% | 28.93%-14.1pp | 71.32%-56.5pp | 81.02%-66.2pp |
| Employer contribution / active EE | $3,926 | $1,163+237.6% | $1,984+97.9% | $2,440+60.9% |
| Participant deferral / active EE | $3,144 | $2,394+31.4% | $3,239-2.9% | $3,608-12.8% |
| Admin fee / account holder | $4,294 | $4,569-6.0% | $6,102-29.6% | $5,124-16.2% |