Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,674 | $54,757+16.3% | $90,304-29.5% | $72,975-12.7% |
| Participation rate | 58.3% | 65.2%-6.8pp | 73.3%-14.9pp | 69.5%-11.2pp |
| Annual return | 15.68% | 30.63%-15.0pp | 78.13%-62.5pp | 81.01%-65.3pp |
| Employer contribution / active EE | $363 | $2,093-82.6% | $2,855-87.3% | $2,440-85.1% |
| Participant deferral / active EE | $3,499 | $2,887+21.2% | $3,885-9.9% | $3,608-3.0% |
| Admin fee / account holder | $1,835 | $3,973-53.8% | $5,354-65.7% | $5,124-64.2% |