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 | $78,030 | $62,086+25.7% | $90,259-13.5% | $64,340+21.3% |
| Participation rate | 54.8% | 53.9%+0.9pp | 70.7%-16.0pp | 55.2%-0.5pp |
| Annual return | 7.23% | 16.73%-9.5pp | 18.88%-11.6pp | 24.14%-16.9pp |
| Employer contribution / active EE | $1,342 | $1,883-28.7% | $2,291-41.4% | $1,862-27.9% |
| Participant deferral / active EE | $1,617 | $2,557-36.8% | $3,827-57.7% | $2,980-45.7% |
| Admin fee / account holder | $7,676 | $3,317+131.4% | $7,267+5.6% | $3,703+107.3% |