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 | $63,086 | $56,116+12.4% | $135,768-53.5% | $86,983-27.5% |
| Participation rate | 32.9% | 60.1%-27.2pp | 71.1%-38.1pp | 69.5%-36.6pp |
| Annual return | 6.34% | 125.33%-119.0pp | 526.10%-519.8pp | 25.83%-19.5pp |
| Employer contribution / active EE | $889 | $1,528-41.8% | $3,394-73.8% | $2,584-65.6% |
| Participant deferral / active EE | $1,650 | $2,690-38.7% | $3,977-58.5% | $4,194-60.7% |
| Admin fee / account holder | $5,628 | $4,314+30.5% | $7,048-20.2% | $7,856-28.4% |