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 | $66,758 | $68,880-3.1% | $120,580-44.6% | $80,959-17.5% |
| Participation rate | 40.3% | 61.7%-21.4pp | 72.0%-31.7pp | 67.7%-27.4pp |
| Annual return | 9.78% | 23.68%-13.9pp | 107.48%-97.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $546 | $2,066-73.6% | $3,469-84.3% | $2,757-80.2% |
| Participant deferral / active EE | $1,953 | $3,191-38.8% | $4,995-60.9% | $4,300-54.6% |
| Admin fee / account holder | $14,044 | $5,785+142.8% | $9,418+49.1% | $6,925+102.8% |