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 | $57,781 | $65,034-11.2% | $90,970-36.5% | $79,856-27.6% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 7.26% | 30.45%-23.2pp | 134.60%-127.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $940 | $1,247-24.6% | $2,122-55.7% | $2,471-61.9% |
| Participant deferral / active EE | $3,794 | $2,512+51.0% | $3,373+12.5% | $3,741+1.4% |
| Admin fee / account holder | $9,328 | $4,536+105.7% | $5,961+56.5% | $5,306+75.8% |