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 | $52,346 | $51,222+2.2% | $70,544-25.8% | $75,173-30.4% |
| Participation rate | 58.0% | 61.0%-3.0pp | 68.4%-10.4pp | 67.2%-9.2pp |
| Annual return | 7.85% | 30.06%-22.2pp | 32.79%-24.9pp | 160.72%-152.9pp |
| Employer contribution / active EE | $1,471 | $1,827-19.5% | $2,976-50.6% | $2,671-44.9% |
| Participant deferral / active EE | $2,961 | $2,850+3.9% | $4,568-35.2% | $4,126-28.3% |
| Admin fee / account holder | $14,313 | $4,096+249.5% | $6,427+122.7% | $5,651+153.3% |