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 | $61,530 | $54,541+12.8% | $78,778-21.9% | $70,124-12.3% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-9.9pp |
| Annual return | 12.17% | 21.07%-8.9pp | 35.62%-23.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $284 | $1,089-73.9% | $1,986-85.7% | $2,342-87.9% |
| Participant deferral / active EE | $2,951 | $2,210+33.5% | $2,958-0.2% | $3,332-11.4% |
| Admin fee / account holder | $1,075 | $3,709-71.0% | $5,134-79.1% | $4,645-76.9% |