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 | $51,727 | $42,378+22.1% | $78,004-33.7% | $71,012-27.2% |
| Participation rate | 32.6% | 46.9%-14.3pp | 69.4%-36.8pp | 58.6%-25.9pp |
| Annual return | 10.49% | 19.23%-8.7pp | 31.07%-20.6pp | 37.67%-27.2pp |
| Employer contribution / active EE | $1,135 | $1,375-17.4% | $2,469-54.0% | $2,348-51.7% |
| Participant deferral / active EE | $1,574 | $2,097-24.9% | $4,092-61.5% | $3,246-51.5% |
| Admin fee / account holder | $5,156 | $2,377+117.0% | $7,578-32.0% | $1,167+341.8% |