Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,362 | $49,024+4.8% | $112,860-54.5% | $87,485-41.3% |
| Participation rate | 64.2% | 62.2%+2.0pp | 66.3%-2.1pp | 68.9%-4.8pp |
| Annual return | 12.95% | 43.86%-30.9pp | 35.26%-22.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,611 | $1,290+24.8% | $2,206-27.0% | $2,596-38.0% |
| Participant deferral / active EE | $3,307 | $2,209+49.7% | $3,493-5.3% | $4,274-22.6% |
| Admin fee / account holder | $10,400 | $6,266+66.0% | $6,841+52.0% | $7,775+33.8% |