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 | $56,049 | $51,708+8.4% | $106,619-47.4% | $62,881-10.9% |
| Participation rate | 56.8% | 66.9%-10.1pp | 78.0%-21.2pp | 69.3%-12.5pp |
| Annual return | -1.04% | 4.69%-5.7pp | 9.42%-10.5pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,214 | $1,764-31.2% | $3,947-69.2% | $2,281-46.8% |
| Participant deferral / active EE | $1,376 | $2,315-40.6% | $3,930-65.0% | $3,203-57.0% |
| Admin fee / account holder | $622 | $3,349-81.4% | $6,418-90.3% | $4,296-85.5% |