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 | $80,156 | $108,825-26.3% | $156,181-48.7% | $82,448-2.8% |
| Participation rate | 47.2% | 72.4%-25.1pp | 78.8%-31.6pp | 68.1%-20.8pp |
| Annual return | 10.35% | 20.59%-10.2pp | 64.87%-54.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,042 | $2,870-63.7% | $4,294-75.7% | $2,551-59.2% |
| Participant deferral / active EE | $2,276 | $4,577-50.3% | $6,132-62.9% | $4,139-45.0% |
| Admin fee / account holder | $33,409 | $9,341+257.7% | $14,586+129.0% | $7,234+361.8% |