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 | $75,988 | $106,864-28.9% | $147,318-48.4% | $82,637-8.0% |
| Participation rate | 60.0% | 75.5%-15.5pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 11.43% | 27.49%-16.1pp | 70.43%-59.0pp | 53.51%-42.1pp |
| Employer contribution / active EE | $3,607 | $3,417+5.6% | $4,593-21.5% | $2,552+41.3% |
| Participant deferral / active EE | $6,151 | $6,496-5.3% | $7,906-22.2% | $4,126+49.1% |
| Admin fee / account holder | $599 | $8,415-92.9% | $13,708-95.6% | $7,339-91.8% |