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 | $67,439 | $56,894+18.5% | $84,753-20.4% | $62,881+7.2% |
| Participation rate | 68.8% | 68.5%+0.2pp | 76.6%-7.8pp | 69.3%-0.6pp |
| Annual return | -2.41% | 6.30%-8.7pp | 22.78%-25.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,853 | $2,709-31.6% | $3,712-50.1% | $3,203-42.1% |
| Admin fee / account holder | $7,664 | $3,581+114.0% | $5,333+43.7% | $4,296+78.4% |