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 | $70,696 | $77,814-9.1% | $158,223-55.3% | $86,983-18.7% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 11.27% | 30.54%-19.3pp | 52.09%-40.8pp | 25.83%-14.6pp |
| Employer contribution / active EE | $540 | $2,592-79.2% | $4,109-86.9% | $2,584-79.1% |
| Participant deferral / active EE | $1,445 | $3,270-55.8% | $5,467-73.6% | $4,194-65.5% |
| Admin fee / account holder | $35,673 | $5,879+506.8% | $16,047+122.3% | $7,856+354.1% |