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 | $61,132 | $55,002+11.1% | $59,887+2.1% | $56,287+8.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 74.7%-15.4pp | 69.9%-10.6pp |
| Annual return | -5.67% | 1.13%-6.8pp | 3.46%-9.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,553 | $2,448-36.6% | $2,722-42.9% | $2,111-26.4% |
| Participant deferral / active EE | $2,458 | $3,121-21.3% | $3,402-27.8% | $3,350-26.6% |
| Admin fee / account holder | $2,539 | $236+977.1% | $3,591-29.3% | $521+387.4% |