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 | $60,666 | $55,889+8.5% | $76,119-20.3% | $80,935-25.0% |
| Participation rate | 66.1% | 62.1%+4.1pp | 69.1%-2.9pp | 67.7%-1.5pp |
| Annual return | 9.13% | 20.58%-11.4pp | 361.25%-352.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,095 | $1,866-41.3% | $2,693-59.3% | $2,757-60.3% |
| Participant deferral / active EE | $2,576 | $3,051-15.6% | $4,259-39.5% | $4,299-40.1% |
| Admin fee / account holder | $3,654 | $5,241-30.3% | $6,421-43.1% | $6,924-47.2% |