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 | $70,601 | $73,107-3.4% | $114,563-38.4% | $87,485-19.3% |
| Participation rate | 55.6% | 65.8%-10.2pp | 72.9%-17.3pp | 68.9%-13.4pp |
| Annual return | 10.31% | 19.47%-9.2pp | 241.09%-230.8pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,621 | $1,881-13.8% | $2,592-37.4% | $2,596-37.5% |
| Participant deferral / active EE | $4,077 | $3,144+29.7% | $4,142-1.6% | $4,274-4.6% |
| Admin fee / account holder | $14,317 | $5,770+148.1% | $7,623+87.8% | $7,775+84.1% |