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 | $70,809 | $67,602+4.7% | $82,312-14.0% | $70,126+1.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 6.41% | 21.57%-15.2pp | 25.88%-19.5pp | 73.15%-66.7pp |
| Employer contribution / active EE | $1,357 | $1,755-22.7% | $2,428-44.1% | $2,343-42.1% |
| Participant deferral / active EE | $1,624 | $2,987-45.6% | $3,706-56.2% | $3,332-51.2% |
| Admin fee / account holder | $1,594 | $4,512-64.7% | $5,608-71.6% | $4,645-65.7% |