Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,603 | $100,194-41.5% | $122,979-52.3% | $86,983-32.6% |
| Participation rate | 69.4% | 73.0%-3.5pp | 77.2%-7.7pp | 69.5%-0.1pp |
| Annual return | 10.97% | 16.47%-5.5pp | 20.12%-9.1pp | 25.83%-14.9pp |
| Employer contribution / active EE | $933 | $2,326-59.9% | $3,062-69.5% | $2,584-63.9% |
| Participant deferral / active EE | $4,430 | $4,133+7.2% | $5,003-11.5% | $4,194+5.6% |
| Admin fee / account holder | $5,718 | $10,148-43.6% | $12,864-55.5% | $7,856-27.2% |