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 | $50,884 | $81,504-37.6% | $102,437-50.3% | $80,959-37.1% |
| Participation rate | 67.5% | 66.9%+0.6pp | 74.5%-7.0pp | 67.7%-0.2pp |
| Annual return | 10.37% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,901 | $3,104-38.8% | $3,871-50.9% | $2,757-31.1% |
| Participant deferral / active EE | $3,678 | $3,871-5.0% | $5,060-27.3% | $4,300-14.5% |
| Admin fee / account holder | $4,869 | $6,719-27.5% | $8,388-42.0% | $6,925-29.7% |