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 | $53,813 | $59,335-9.3% | $129,031-58.3% | $69,733-22.8% |
| Participation rate | 68.2% | 43.3%+24.9pp | 73.4%-5.2pp | 62.5%+5.7pp |
| Annual return | 7.30% | 19.52%-12.2pp | 34.67%-27.4pp | 15.22%-7.9pp |
| Employer contribution / active EE | $2,452 | $1,639+49.6% | $3,226-24.0% | $2,250+9.0% |
| Participant deferral / active EE | $4,020 | $2,485+61.8% | $5,217-22.9% | $3,054+31.6% |
| Admin fee / account holder | $2,584 | $3,940-34.4% | $13,208-80.4% | $3,102-16.7% |