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 | $62,620 | $75,541-17.1% | $152,093-58.8% | $82,637-24.2% |
| Participation rate | 32.7% | 66.5%-33.8pp | 77.8%-45.1pp | 68.1%-35.4pp |
| Annual return | 11.01% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,352 | $2,622-48.4% | $4,175-67.6% | $2,552-47.0% |
| Participant deferral / active EE | $1,108 | $3,206-65.4% | $5,451-79.7% | $4,126-73.2% |
| Admin fee / account holder | $11,339 | $6,405+77.0% | $14,497-21.8% | $7,339+54.5% |