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 | $57,010 | $99,053-42.4% | $88,179-35.3% | $138,895-59.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | -1.34% | 78.17%-79.5pp | 64.97%-66.3pp | 145.39%-146.7pp |
| Employer contribution / active EE | $621 | $2,882-78.5% | $2,549-75.6% | $4,194-85.2% |
| Participant deferral / active EE | $1,154 | $5,225-77.9% | $4,614-75.0% | $6,396-82.0% |
| Admin fee / account holder | $707 | $8,748-91.9% | $7,673-90.8% | $12,562-94.4% |