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 | $65,215 | $89,259-26.9% | $107,187-39.2% | $82,637-21.1% |
| Participation rate | 51.9% | 67.9%-16.1pp | 75.0%-23.2pp | 68.1%-16.2pp |
| Annual return | 3.60% | 21.02%-17.4pp | 204.55%-200.9pp | 53.51%-49.9pp |
| Employer contribution / active EE | $2,817 | $3,080-8.6% | $3,782-25.5% | $2,552+10.4% |
| Participant deferral / active EE | $4,735 | $4,037+17.3% | $5,096-7.1% | $4,126+14.8% |
| Admin fee / account holder | $5,947 | $7,381-19.4% | $9,162-35.1% | $7,339-19.0% |