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 | $60,475 | $135,956-55.5% | $123,894-51.2% | $273,972-77.9% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 2.59% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,418 | $5,170-72.6% | $4,617-69.3% | $4,869-70.9% |
| Participant deferral / active EE | $2,888 | $6,343-54.5% | $5,984-51.7% | $5,287-45.4% |
| Admin fee / account holder | $10,394 | $9,817+5.9% | $8,357+24.4% | $10,133+2.6% |