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 | $69,175 | $91,760-24.6% | $156,181-55.7% | $67,986+1.7% |
| Participation rate | 47.2% | 65.0%-17.8pp | 78.8%-31.6pp | 57.2%-10.0pp |
| Annual return | 12.77% | 18.14%-5.4pp | 64.87%-52.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,024 | $2,419-57.7% | $4,294-76.1% | $2,019-49.3% |
| Participant deferral / active EE | $3,117 | $3,960-21.3% | $6,132-49.2% | $3,358-7.2% |
| Admin fee / account holder | $4,060 | $3,949+2.8% | $14,586-72.2% | $3,203+26.8% |