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 | $63,263 | $37,134+70.4% | $100,671-37.2% | $52,331+20.9% |
| Participation rate | 44.0% | 57.7%-13.7pp | 70.7%-26.7pp | 68.1%-24.1pp |
| Annual return | -5.96% | 0.10%-6.1pp | 20.43%-26.4pp | 4.54%-10.5pp |
| Employer contribution / active EE | $981 | $1,187-17.4% | $4,012-75.5% | $1,882-47.9% |
| Participant deferral / active EE | $2,254 | $2,163+4.2% | $3,144-28.3% | $3,022-25.4% |
| Admin fee / account holder | $1,705 | $467+265.1% | $4,850-64.8% | $592+188.2% |