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 | $74,308 | $62,592+18.7% | $85,709-13.3% | $85,847-13.4% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.9%-41.3pp | 69.3%-40.7pp |
| Annual return | -0.56% | 23.77%-24.3pp | 21.49%-22.1pp | 318.61%-319.2pp |
| Employer contribution / active EE | $601 | $1,755-65.8% | $2,619-77.1% | $2,565-76.6% |
| Participant deferral / active EE | $1,885 | $2,802-32.7% | $3,924-52.0% | $3,952-52.3% |
| Admin fee / account holder | $2,588 | $4,643-44.3% | $6,876-62.4% | $6,261-58.7% |