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 | $70,386 | $77,908-9.7% | $149,696-53.0% | $75,173-6.4% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 11.29% | 31.73%-20.4pp | 134.46%-123.2pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,121 | $3,138-64.3% | $4,821-76.7% | $2,671-58.0% |
| Participant deferral / active EE | $3,627 | $3,411+6.3% | $5,682-36.2% | $4,126-12.1% |
| Admin fee / account holder | $18,615 | $5,950+212.9% | $13,212+40.9% | $5,651+229.4% |