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 | $60,262 | $91,760-34.3% | $156,181-61.4% | $67,986-11.4% |
| Participation rate | 59.5% | 65.0%-5.5pp | 78.8%-19.3pp | 57.2%+2.3pp |
| Annual return | 7.21% | 18.14%-10.9pp | 64.87%-57.7pp | 31.67%-24.5pp |
| Employer contribution / active EE | $2,389 | $2,419-1.2% | $4,294-44.4% | $2,019+18.4% |
| Participant deferral / active EE | $2,715 | $3,960-31.4% | $6,132-55.7% | $3,358-19.1% |
| Admin fee / account holder | $44,770 | $3,949+1033.8% | $14,586+206.9% | $3,203+1297.7% |