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 | $75,825 | $86,938-12.8% | $102,423-26.0% | $80,925-6.3% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.7%-1.8pp |
| Annual return | 5.64% | 18.89%-13.3pp | 29.42%-23.8pp | 35.65%-30.0pp |
| Employer contribution / active EE | $1,778 | $2,369-24.9% | $3,023-41.2% | $2,756-35.5% |
| Participant deferral / active EE | $2,792 | $4,120-32.2% | $5,054-44.8% | $4,299-35.1% |
| Admin fee / account holder | $5,811 | $8,053-27.8% | $9,455-38.5% | $6,940-16.3% |