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 | $68,506 | $72,269-5.2% | $101,271-32.4% | $79,852-14.2% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 7.64% | 22.29%-14.7pp | 46.48%-38.8pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,191 | $2,692-55.8% | $3,660-67.5% | $2,471-51.8% |
| Participant deferral / active EE | $2,278 | $3,282-30.6% | $4,371-47.9% | $3,740-39.1% |
| Admin fee / account holder | $2,258 | $4,401-48.7% | $5,948-62.0% | $5,306-57.5% |