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 | $58,560 | $94,436-38.0% | $115,599-49.3% | $82,637-29.1% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.3%-6.4pp | 68.1%-0.2pp |
| Annual return | 9.79% | 18.37%-8.6pp | 111.10%-101.3pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,914 | $2,324-17.6% | $2,955-35.2% | $2,552-25.0% |
| Participant deferral / active EE | $2,993 | $3,955-24.3% | $4,889-38.8% | $4,126-27.5% |
| Admin fee / account holder | $5,268 | $10,328-49.0% | $12,841-59.0% | $7,339-28.2% |