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 | $66,378 | $78,015-14.9% | $178,505-62.8% | $80,959-18.0% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 9.99% | 18.10%-8.1pp | 27.16%-17.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,533 | $2,281-32.8% | $3,955-61.2% | $2,757-44.4% |
| Participant deferral / active EE | $3,542 | $4,406-19.6% | $6,280-43.6% | $4,300-17.6% |
| Admin fee / account holder | $18,604 | $7,160+159.8% | $10,428+78.4% | $6,925+168.6% |