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 | $59,029 | $75,058-21.4% | $152,301-61.2% | $64,340-8.3% |
| Participation rate | 69.2% | 60.9%+8.3pp | 82.4%-13.3pp | 55.2%+13.9pp |
| Annual return | 13.05% | 29.93%-16.9pp | 80.50%-67.4pp | 24.14%-11.1pp |
| Employer contribution / active EE | $3,355 | $2,605+28.8% | $4,624-27.5% | $1,862+80.2% |
| Participant deferral / active EE | $3,177 | $5,041-37.0% | $8,004-60.3% | $2,980+6.6% |
| Admin fee / account holder | $16,835 | $4,050+315.6% | $14,398+16.9% | $3,703+354.7% |