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 | $63,738 | $61,816+3.1% | $97,260-34.5% | $80,935-21.2% |
| Participation rate | 53.2% | 63.5%-10.3pp | 72.7%-19.5pp | 67.7%-14.5pp |
| Annual return | 10.23% | -558.73%+569.0pp | 75.54%-65.3pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,593 | $1,836-13.3% | $2,721-41.5% | $2,757-42.2% |
| Participant deferral / active EE | $2,405 | $3,027-20.6% | $4,262-43.6% | $4,299-44.1% |
| Admin fee / account holder | $6,621 | $5,166+28.2% | $5,640+17.4% | $6,924-4.4% |