Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $76,369 | $58,493+30.6% | $84,021-9.1% | $72,975+4.7% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 10.87% | 28.93%-18.1pp | 71.32%-60.4pp | 81.01%-70.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,660 | $2,394-30.7% | $3,239-48.7% | $3,608-54.0% |
| Admin fee / account holder | $802 | $4,569-82.5% | $6,102-86.9% | $5,124-84.4% |