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 | $62,059 | $86,294-28.1% | $111,303-44.2% | $85,856-27.7% |
| Participation rate | 59.5% | 73.3%-13.8pp | 77.3%-17.8pp | 69.3%-9.8pp |
| Annual return | 8.39% | 19.99%-11.6pp | 54.66%-46.3pp | 318.58%-310.2pp |
| Employer contribution / active EE | $1,033 | $2,043-49.5% | $2,731-62.2% | $2,565-59.7% |
| Participant deferral / active EE | $3,335 | $3,641-8.4% | $4,487-25.7% | $3,952-15.6% |
| Admin fee / account holder | $16,273 | $8,189+98.7% | $7,966+104.3% | $6,261+159.9% |