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 | $80,969 | $106,749-24.2% | $145,433-44.3% | $82,448-1.8% |
| Participation rate | 59.5% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 11.38% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,316 | $3,444-32.8% | $4,554-49.2% | $2,551-9.2% |
| Participant deferral / active EE | $3,489 | $6,519-46.5% | $7,897-55.8% | $4,139-15.7% |
| Admin fee / account holder | $22,944 | $8,390+173.5% | $13,129+74.8% | $7,234+217.2% |