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 | $66,716 | $65,361+2.1% | $92,903-28.2% | $72,983-8.6% |
| Participation rate | 57.8% | 68.3%-10.5pp | 76.0%-18.2pp | 69.5%-11.7pp |
| Annual return | 1.86% | 42.11%-40.2pp | 109.43%-107.6pp | 81.01%-79.2pp |
| Employer contribution / active EE | $1,337 | $2,594-48.5% | $3,653-63.4% | $2,440-45.2% |
| Participant deferral / active EE | $1,836 | $3,128-41.3% | $4,238-56.7% | $3,608-49.1% |
| Admin fee / account holder | $3,069 | $4,251-27.8% | $5,795-47.0% | $5,124-40.1% |