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 | $78,286 | $72,471+8.0% | $94,215-16.9% | $86,983-10.0% |
| Participation rate | 49.4% | 63.9%-14.5pp | 70.0%-20.6pp | 69.5%-20.2pp |
| Annual return | 11.68% | 26.44%-14.8pp | 28.22%-16.5pp | 25.83%-14.1pp |
| Employer contribution / active EE | $400 | $1,936-79.4% | $2,675-85.1% | $2,584-84.5% |
| Participant deferral / active EE | $2,604 | $3,397-23.3% | $4,276-39.1% | $4,194-37.9% |
| Admin fee / account holder | $6,906 | $6,468+6.8% | $10,216-32.4% | $7,856-12.1% |