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 | $64,192 | $63,346+1.3% | $92,239-30.4% | $70,124-8.5% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 10.52% | 530.19%-519.7pp | 176.29%-165.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $957 | $2,471-61.3% | $3,680-74.0% | $2,342-59.1% |
| Participant deferral / active EE | $4,849 | $2,854+69.9% | $3,897+24.4% | $3,332+45.5% |
| Admin fee / account holder | $3,050 | $3,841-20.6% | $5,194-41.3% | $4,645-34.3% |