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 | $66,429 | $72,269-8.1% | $101,271-34.4% | $79,852-16.8% |
| Participation rate | 42.5% | 68.5%-26.0pp | 75.8%-33.3pp | 69.6%-27.1pp |
| Annual return | 5.39% | 22.29%-16.9pp | 46.48%-41.1pp | 31.72%-26.3pp |
| Employer contribution / active EE | $855 | $2,692-68.2% | $3,660-76.6% | $2,471-65.4% |
| Participant deferral / active EE | $2,035 | $3,282-38.0% | $4,371-53.4% | $3,740-45.6% |
| Admin fee / account holder | $8,948 | $4,401+103.3% | $5,948+50.4% | $5,306+68.6% |