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 | $59,957 | $51,638+16.1% | $68,368-12.3% | $82,448-27.3% |
| Participation rate | 69.7% | 63.6%+6.1pp | 73.8%-4.1pp | 68.1%+1.6pp |
| Annual return | 13.39% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $639 | $2,047-68.8% | $2,649-75.9% | $2,551-75.0% |
| Participant deferral / active EE | $1,673 | $2,914-42.6% | $4,123-59.4% | $4,139-59.6% |
| Admin fee / account holder | $12,101 | $4,643+160.6% | $5,150+135.0% | $7,234+67.3% |