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 | $66,252 | $101,798-34.9% | $165,071-59.9% | $80,935-18.1% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.7%-15.0pp |
| Annual return | 6.71% | 16.73%-10.0pp | 70.17%-63.5pp | 35.66%-28.9pp |
| Employer contribution / active EE | $1,126 | $2,954-61.9% | $4,347-74.1% | $2,757-59.1% |
| Participant deferral / active EE | $2,819 | $4,476-37.0% | $6,035-53.3% | $4,299-34.4% |
| Admin fee / account holder | $3,520 | $8,221-57.2% | $12,695-72.3% | $6,924-49.2% |