Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,035 | $77,962-17.9% | $178,540-64.1% | $80,935-20.9% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 7.50% | 18.10%-10.6pp | 27.15%-19.6pp | 35.66%-28.2pp |
| Employer contribution / active EE | $676 | $2,280-70.4% | $3,953-82.9% | $2,757-75.5% |
| Participant deferral / active EE | $3,274 | $4,404-25.7% | $6,281-47.9% | $4,299-23.9% |
| Admin fee / account holder | $10,702 | $7,156+49.6% | $10,424+2.7% | $6,924+54.6% |