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 | $78,125 | $78,707-0.7% | $117,861-33.7% | $70,126+11.4% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 4.13% | 23.30%-19.2pp | 335.11%-331.0pp | 73.15%-69.0pp |
| Employer contribution / active EE | $1,476 | $2,223-33.6% | $3,786-61.0% | $2,343-37.0% |
| Participant deferral / active EE | $3,335 | $3,297+1.1% | $4,482-25.6% | $3,332+0.1% |
| Admin fee / account holder | $715 | $5,066-85.9% | $8,021-91.1% | $4,645-84.6% |