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 | $69,813 | $88,672-21.3% | $105,223-33.7% | $82,448-15.3% |
| Participation rate | 32.4% | 67.9%-35.6pp | 75.0%-42.7pp | 68.1%-35.7pp |
| Annual return | 8.50% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,322 | $3,048-56.6% | $3,689-64.2% | $2,551-48.2% |
| Participant deferral / active EE | $2,868 | $4,036-28.9% | $5,072-43.5% | $4,139-30.7% |
| Admin fee / account holder | $51,782 | $7,146+624.6% | $8,859+484.5% | $7,234+615.8% |