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 | $55,684 | $58,493-4.8% | $84,023-33.7% | $72,976-23.7% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 13.79% | 28.93%-15.1pp | 71.32%-57.5pp | 81.02%-67.2pp |
| Employer contribution / active EE | $678 | $1,163-41.7% | $1,984-65.8% | $2,440-72.2% |
| Participant deferral / active EE | $2,242 | $2,394-6.3% | $3,239-30.8% | $3,608-37.9% |
| Admin fee / account holder | $29,672 | $4,569+549.5% | $6,102+386.3% | $5,124+479.1% |