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 | $59,643 | $101,798-41.4% | $165,071-63.9% | $80,935-26.3% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 8.15% | 16.73%-8.6pp | 70.17%-62.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,075 | $2,954-63.6% | $4,347-75.3% | $2,757-61.0% |
| Participant deferral / active EE | $2,713 | $4,476-39.4% | $6,035-55.0% | $4,299-36.9% |
| Admin fee / account holder | $31,615 | $8,221+284.6% | $12,695+149.0% | $6,924+356.6% |