Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,244 | $72,269-9.7% | $101,271-35.6% | $79,852-18.3% |
| Participation rate | 53.6% | 68.5%-14.9pp | 75.8%-22.2pp | 69.6%-16.1pp |
| Annual return | 4.63% | 22.29%-17.7pp | 46.48%-41.9pp | 31.72%-27.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,087 | $3,282+24.5% | $4,371-6.5% | $3,740+9.3% |
| Admin fee / account holder | $4,322 | $4,401-1.8% | $5,948-27.3% | $5,306-18.5% |