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 | $68,848 | $81,504-15.5% | $102,437-32.8% | $80,959-15.0% |
| Participation rate | 43.2% | 66.9%-23.6pp | 74.5%-31.3pp | 67.7%-24.4pp |
| Annual return | 8.32% | 25.60%-17.3pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,351 | $3,104-56.5% | $3,871-65.1% | $2,757-51.0% |
| Participant deferral / active EE | $3,499 | $3,871-9.6% | $5,060-30.9% | $4,300-18.6% |
| Admin fee / account holder | $12,867 | $6,719+91.5% | $8,388+53.4% | $6,925+85.8% |