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 | $58,963 | $77,814-24.2% | $158,223-62.7% | $86,983-32.2% |
| Participation rate | 63.6% | 68.4%-4.8pp | 79.2%-15.6pp | 69.5%-5.9pp |
| Annual return | 11.69% | 30.54%-18.8pp | 52.09%-40.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,001 | $2,592-22.8% | $4,109-51.3% | $2,584-22.6% |
| Participant deferral / active EE | $3,402 | $3,270+4.0% | $5,467-37.8% | $4,194-18.9% |
| Admin fee / account holder | $1,916 | $5,879-67.4% | $16,047-88.1% | $7,856-75.6% |