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 | $69,492 | $95,453-27.2% | $112,040-38.0% | $82,448-15.7% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 8.57% | 23.92%-15.4pp | 24.52%-16.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $820 | $2,318-64.6% | $2,954-72.2% | $2,551-67.8% |
| Participant deferral / active EE | $2,545 | $4,224-39.7% | $5,098-50.1% | $4,139-38.5% |
| Admin fee / account holder | $22,371 | $9,013+148.2% | $12,098+84.9% | $7,234+209.2% |