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 | $55,059 | $81,276-32.3% | $155,574-64.6% | $80,925-32.0% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 6.98% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $1,636 | $3,103-47.3% | $4,676-65.0% | $2,756-40.6% |
| Participant deferral / active EE | $3,064 | $3,453-11.3% | $5,629-45.6% | $4,299-28.7% |
| Admin fee / account holder | $6,836 | $7,993-14.5% | $15,914-57.0% | $6,940-1.5% |