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 | $79,281 | $60,349+31.4% | $74,184+6.9% | $62,881+26.1% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | -0.70% | 21.38%-22.1pp | 17.74%-18.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $842 | $1,680-49.9% | $2,370-64.5% | $2,281-63.1% |
| Participant deferral / active EE | $2,760 | $2,856-3.4% | $3,550-22.3% | $3,203-13.8% |
| Admin fee / account holder | $2,241 | $4,261-47.4% | $5,586-59.9% | $4,296-47.8% |