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 | $56,598 | $86,919-34.9% | $102,457-44.8% | $80,911-30.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 9.07% | 18.90%-9.8pp | 29.41%-20.3pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,015 | $2,368-57.1% | $3,022-66.4% | $2,756-63.2% |
| Participant deferral / active EE | $3,157 | $4,119-23.4% | $5,054-37.5% | $4,297-26.5% |
| Admin fee / account holder | $8,512 | $8,049+5.7% | $9,451-9.9% | $6,935+22.7% |