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 | $56,674 | $60,349-6.1% | $74,184-23.6% | $62,881-9.9% |
| Participation rate | 65.5% | 72.7%-7.2pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 4.59% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,013 | $1,680-39.7% | $2,370-57.3% | $2,281-55.6% |
| Participant deferral / active EE | $3,176 | $2,856+11.2% | $3,550-10.5% | $3,203-0.9% |
| Admin fee / account holder | $12,921 | $4,261+203.3% | $5,586+131.3% | $4,296+200.8% |