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 | $60,834 | $63,773-4.6% | $81,286-25.2% | $80,925-24.8% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.7%+1.8pp |
| Annual return | 9.16% | 16.37%-7.2pp | 24.80%-15.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,308 | $1,979-33.9% | $2,463-46.9% | $2,756-52.6% |
| Participant deferral / active EE | $2,923 | $3,093-5.5% | $3,883-24.7% | $4,299-32.0% |
| Admin fee / account holder | $7,378 | $5,682+29.8% | $5,764+28.0% | $6,940+6.3% |