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 | $74,943 | $72,273+3.7% | $101,275-26.0% | $79,856-6.2% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 0.31% | 22.30%-22.0pp | 46.48%-46.2pp | 31.71%-31.4pp |
| Employer contribution / active EE | $727 | $2,691-73.0% | $3,660-80.1% | $2,471-70.6% |
| Participant deferral / active EE | $1,797 | $3,282-45.3% | $4,371-58.9% | $3,741-52.0% |
| Admin fee / account holder | $27,185 | $4,401+517.6% | $5,948+357.0% | $5,306+412.3% |