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 | $62,244 | $48,364+28.7% | $71,796-13.3% | $62,881-1.0% |
| Participation rate | 62.5% | 60.6%+1.9pp | 69.1%-6.6pp | 69.3%-6.8pp |
| Annual return | 2.54% | 13.16%-10.6pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $2,874 | $2,091+37.4% | $2,794+2.9% | $3,203-10.3% |
| Admin fee / account holder | $3,093 | $3,771-18.0% | $4,815-35.8% | $4,296-28.0% |