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 | $69,597 | $117,895-41.0% | $102,460-32.1% | $145,897-52.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.10% | 31.92%-24.8pp | 29.47%-22.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,414 | $3,619-60.9% | $3,025-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $5,174 | $5,736-9.8% | $5,056+2.3% | $6,689-22.7% |
| Admin fee / account holder | $2,878 | $13,353-78.4% | $9,460-69.6% | $13,390-78.5% |