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 | $64,737 | $90,674-28.6% | $96,707-33.1% | $82,448-21.5% |
| Participation rate | 69.7% | 75.9%-6.3pp | 80.4%-10.7pp | 68.1%+1.6pp |
| Annual return | 11.55% | 49.05%-37.5pp | 34.78%-23.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,291 | $3,975-67.5% | $4,191-69.2% | $2,551-49.4% |
| Participant deferral / active EE | $2,536 | $5,696-55.5% | $5,997-57.7% | $4,139-38.7% |
| Admin fee / account holder | $2,009 | $7,568-73.4% | $7,503-73.2% | $7,234-72.2% |