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 | $67,135 | $55,930+20.0% | $76,089-11.8% | $80,925-17.0% |
| Participation rate | 60.0% | 62.1%-2.1pp | 69.1%-9.1pp | 67.7%-7.7pp |
| Annual return | 7.89% | 20.58%-12.7pp | 360.94%-353.1pp | 35.65%-27.8pp |
| Employer contribution / active EE | $2,345 | $1,866+25.6% | $2,690-12.8% | $2,756-14.9% |
| Participant deferral / active EE | $4,865 | $3,051+59.5% | $4,259+14.2% | $4,299+13.2% |
| Admin fee / account holder | $3,060 | $5,241-41.6% | $6,418-52.3% | $6,940-55.9% |