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 | $69,460 | $83,369-16.7% | $105,223-34.0% | $67,986+2.2% |
| Participation rate | 54.2% | 56.3%-2.1pp | 75.0%-20.9pp | 57.2%-3.0pp |
| Annual return | 11.70% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $2,243 | $2,541-11.7% | $3,689-39.2% | $2,019+11.1% |
| Participant deferral / active EE | $4,621 | $3,295+40.2% | $5,072-8.9% | $3,358+37.6% |
| Admin fee / account holder | $10,098 | $4,073+148.0% | $8,859+14.0% | $3,203+215.2% |