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 | $66,293 | $65,685+0.9% | $57,181+15.9% | $273,968-75.8% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | -0.98% | 21.99%-23.0pp | 14.59%-15.6pp | 41.45%-42.4pp |
| Employer contribution / active EE | $4,062 | $3,279+23.9% | $2,682+51.4% | $4,869-16.6% |
| Participant deferral / active EE | $6,424 | $3,781+69.9% | $3,096+107.5% | $5,287+21.5% |
| Admin fee / account holder | $2,699 | $4,835-44.2% | $3,139-14.0% | $10,132-73.4% |