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 | $75,557 | $80,992-6.7% | $96,534-21.7% | $75,173+0.5% |
| Participation rate | 67.2% | 71.8%-4.6pp | 76.0%-8.8pp | 67.2%0pp |
| Annual return | 12.68% | 27.05%-14.4pp | 25.88%-13.2pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,833 | $2,283-19.7% | $2,965-38.2% | $2,671-31.4% |
| Participant deferral / active EE | $3,970 | $3,929+1.0% | $4,851-18.2% | $4,126-3.8% |
| Admin fee / account holder | $4,136 | $6,717-38.4% | $8,253-49.9% | $5,651-26.8% |