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 | $56,075 | $106,749-47.5% | $145,433-61.4% | $82,448-32.0% |
| Participation rate | 40.7% | 75.6%-34.9pp | 82.1%-41.4pp | 68.1%-27.3pp |
| Annual return | 11.60% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,967 | $3,444-42.9% | $4,554-56.8% | $2,551-22.9% |
| Participant deferral / active EE | $5,364 | $6,519-17.7% | $7,897-32.1% | $4,139+29.6% |
| Admin fee / account holder | $9,171 | $8,390+9.3% | $13,129-30.1% | $7,234+26.8% |