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 | $61,290 | $57,140+7.3% | $85,240-28.1% | $80,959-24.3% |
| Participation rate | 57.1% | 56.4%+0.7pp | 67.5%-10.4pp | 67.7%-10.5pp |
| Annual return | 8.71% | 21.71%-13.0pp | 66.75%-58.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,393 | $1,802+32.8% | $2,735-12.5% | $2,757-13.2% |
| Participant deferral / active EE | $4,520 | $3,115+45.1% | $4,527-0.2% | $4,300+5.1% |
| Admin fee / account holder | $24,832 | $4,992+397.4% | $6,165+302.8% | $6,925+258.6% |