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 | $61,365 | $41,377+48.3% | $109,313-43.9% | $62,881-2.4% |
| Participation rate | 49.2% | 57.5%-8.4pp | 71.3%-22.1pp | 69.3%-20.1pp |
| Annual return | -0.25% | 11.05%-11.3pp | 22.07%-22.3pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,482 | $1,276+16.1% | $3,892-61.9% | $2,281-35.0% |
| Participant deferral / active EE | $2,220 | $2,045+8.5% | $3,166-29.9% | $3,203-30.7% |
| Admin fee / account holder | $653 | $2,884-77.4% | $5,666-88.5% | $4,296-84.8% |