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 | $69,075 | $106,864-35.4% | $147,318-53.1% | $82,637-16.4% |
| Participation rate | 56.3% | 75.5%-19.3pp | 82.1%-25.8pp | 68.1%-11.8pp |
| Annual return | 14.14% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $936 | $3,417-72.6% | $4,593-79.6% | $2,552-63.3% |
| Participant deferral / active EE | $2,857 | $6,496-56.0% | $7,906-63.9% | $4,126-30.8% |
| Admin fee / account holder | $2,619 | $8,415-68.9% | $13,708-80.9% | $7,339-64.3% |