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 | $79,087 | $111,535-29.1% | $105,223-24.8% | $137,256-42.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.49% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,999 | $3,939-23.9% | $3,689-18.7% | $4,156-27.8% |
| Participant deferral / active EE | $5,860 | $5,500+6.5% | $5,072+15.5% | $6,407-8.5% |
| Admin fee / account holder | $8,683 | $9,721-10.7% | $8,859-2.0% | $12,270-29.2% |