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 | $56,416 | $75,541-25.3% | $152,093-62.9% | $82,637-31.7% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 11.99% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,353 | $2,622-48.4% | $4,175-67.6% | $2,552-47.0% |
| Participant deferral / active EE | $4,526 | $3,206+41.2% | $5,451-17.0% | $4,126+9.7% |
| Admin fee / account holder | $20,367 | $6,405+218.0% | $14,497+40.5% | $7,339+177.5% |