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 | $70,642 | $81,358-13.2% | $155,556-54.6% | $80,959-12.7% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 9.64% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,567 | $3,106-49.6% | $4,675-66.5% | $2,757-43.2% |
| Participant deferral / active EE | $6,518 | $3,455+88.6% | $5,631+15.8% | $4,300+51.6% |
| Admin fee / account holder | $26,882 | $7,994+236.3% | $15,885+69.2% | $6,925+288.2% |