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 | $62,949 | $49,976+26.0% | $66,674-5.6% | $82,637-23.8% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 11.96% | 39.09%-27.1pp | 321.24%-309.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $906 | $1,988-54.4% | $2,620-65.4% | $2,552-64.5% |
| Participant deferral / active EE | $1,820 | $2,847-36.1% | $4,084-55.4% | $4,126-55.9% |
| Admin fee / account holder | $16,853 | $4,594+266.9% | $5,098+230.6% | $7,339+129.6% |