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 | $60,192 | $87,106-30.9% | $105,607-43.0% | $80,935-25.6% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.7%-12.1pp |
| Annual return | 6.19% | 17.01%-10.8pp | 116.11%-109.9pp | 35.66%-29.5pp |
| Employer contribution / active EE | $1,722 | $2,396-28.1% | $3,167-45.6% | $2,757-37.5% |
| Participant deferral / active EE | $3,410 | $3,986-14.5% | $5,011-32.0% | $4,299-20.7% |
| Admin fee / account holder | $633 | $8,447-92.5% | $10,958-94.2% | $6,924-90.9% |