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 | $62,163 | $83,045-25.1% | $130,045-52.2% | $71,511-13.1% |
| Participation rate | 50.5% | 74.1%-23.6pp | 78.5%-28.0pp | 67.9%-17.4pp |
| Annual return | 6.63% | 20.61%-14.0pp | -137.30%+143.9pp | 28.86%-22.2pp |
| Employer contribution / active EE | $1,300 | $2,623-50.4% | $4,321-69.9% | $2,589-49.8% |
| Participant deferral / active EE | $2,317 | $4,436-47.8% | $5,820-60.2% | $4,291-46.0% |
| Admin fee / account holder | $609 | $1,727-64.7% | $10,600-94.3% | $1,588-61.7% |