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 | $73,910 | $60,349+22.5% | $74,184-0.4% | $62,881+17.5% |
| Participation rate | 60.6% | 72.7%-12.1pp | 76.6%-16.0pp | 69.3%-8.7pp |
| Annual return | 3.12% | 21.38%-18.3pp | 17.74%-14.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,902 | $1,680+13.2% | $2,370-19.8% | $2,281-16.6% |
| Participant deferral / active EE | $3,180 | $2,856+11.3% | $3,550-10.4% | $3,203-0.7% |
| Admin fee / account holder | $11,620 | $4,261+172.7% | $5,586+108.0% | $4,296+170.5% |