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 | $62,333 | $64,517-3.4% | $81,438-23.5% | $80,874-22.9% |
| Participation rate | 58.6% | 63.9%-5.3pp | 69.5%-10.9pp | 67.6%-9.0pp |
| Annual return | 9.64% | 16.35%-6.7pp | 24.74%-15.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $679 | $1,982-65.7% | $2,460-72.4% | $2,756-75.4% |
| Participant deferral / active EE | $2,005 | $3,096-35.2% | $3,883-48.4% | $4,297-53.3% |
| Admin fee / account holder | $7,782 | $5,677+37.1% | $5,764+35.0% | $6,935+12.2% |