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 | $66,280 | $54,757+21.0% | $90,300-26.6% | $72,983-9.2% |
| Participation rate | 38.7% | 65.1%-26.4pp | 73.3%-34.6pp | 69.5%-30.8pp |
| Annual return | 13.22% | 30.63%-17.4pp | 78.11%-64.9pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,245 | $2,092-40.5% | $2,854-56.4% | $2,440-49.0% |
| Participant deferral / active EE | $3,553 | $2,887+23.1% | $3,884-8.5% | $3,608-1.5% |
| Admin fee / account holder | $9,138 | $3,972+130.1% | $5,353+70.7% | $5,124+78.3% |