Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,047 | $47,848+44.3% | $81,473-15.3% | $70,126-1.5% |
| Participation rate | 59.5% | 58.3%+1.2pp | 68.0%-8.5pp | 69.5%-10.1pp |
| Annual return | 12.32% | 27.25%-14.9pp | 38.78%-26.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $859 | $1,527-43.8% | $2,568-66.6% | $2,343-63.3% |
| Participant deferral / active EE | $1,836 | $2,453-25.1% | $3,537-48.1% | $3,332-44.9% |
| Admin fee / account holder | $618 | $3,145-80.4% | $4,561-86.5% | $4,645-86.7% |