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 | $80,877 | $81,262-0.5% | $155,602-48.0% | $80,9110% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 7.54% | 33.34%-25.8pp | 64.81%-57.3pp | 35.63%-28.1pp |
| Employer contribution / active EE | $1,728 | $3,102-44.3% | $4,675-63.0% | $2,756-37.3% |
| Participant deferral / active EE | $5,219 | $3,451+51.2% | $5,629-7.3% | $4,297+21.4% |
| Admin fee / account holder | $7,284 | $7,992-8.9% | $15,923-54.3% | $6,935+5.0% |