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 | $70,618 | $77,472-8.8% | $100,392-29.7% | $80,935-12.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 9.36% | 37.26%-27.9pp | 49.45%-40.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $358 | $2,800-87.2% | $3,941-90.9% | $2,757-87.0% |
| Participant deferral / active EE | $6,015 | $6,818-11.8% | $8,090-25.6% | $4,299+39.9% |
| Admin fee / account holder | $18,065 | $5,885+207.0% | $7,904+128.6% | $6,924+160.9% |