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 | $55,178 | $54,541+1.2% | $78,778-30.0% | $70,126-21.3% |
| Participation rate | 63.3% | 60.8%+2.5pp | 69.2%-5.9pp | 69.5%-6.2pp |
| Annual return | 11.55% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $294 | $1,089-73.0% | $1,986-85.2% | $2,343-87.4% |
| Participant deferral / active EE | $3,063 | $2,210+38.6% | $2,958+3.5% | $3,332-8.1% |
| Admin fee / account holder | $5,370 | $3,709+44.8% | $5,134+4.6% | $4,645+15.6% |