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 | $67,119 | $36,948+81.7% | $73,658-8.9% | $87,485-23.3% |
| Participation rate | 58.6% | 46.8%+11.8pp | 57.0%+1.6pp | 68.9%-10.3pp |
| Annual return | 9.19% | 28.64%-19.4pp | 29.72%-20.5pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,014 | $670+51.4% | $1,032-1.8% | $2,596-60.9% |
| Participant deferral / active EE | $1,982 | $1,379+43.7% | $2,062-3.9% | $4,274-53.6% |
| Admin fee / account holder | $1,293 | $2,531-48.9% | $3,357-61.5% | $7,775-83.4% |