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 | $56,703 | $101,795-44.3% | $165,100-65.7% | $80,959-30.0% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.5pp | 67.7%-1.5pp |
| Annual return | 10.13% | 16.73%-6.6pp | 70.21%-60.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,548 | $2,954-47.6% | $4,348-64.4% | $2,757-43.9% |
| Participant deferral / active EE | $3,325 | $4,476-25.7% | $6,035-44.9% | $4,300-22.7% |
| Admin fee / account holder | $1,906 | $8,221-76.8% | $12,696-85.0% | $6,925-72.5% |