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 | $76,966 | $81,947-6.1% | $105,387-27.0% | $72,975+5.5% |
| Participation rate | 69.2% | 76.5%-7.3pp | 82.6%-13.3pp | 69.5%-0.3pp |
| Annual return | 16.93% | 42.90%-26.0pp | 26.82%-9.9pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,274 | $3,468-63.3% | $4,213-69.8% | $2,440-47.8% |
| Participant deferral / active EE | $1,776 | $4,494-60.5% | $5,502-67.7% | $3,608-50.8% |
| Admin fee / account holder | $1,887 | $6,258-69.9% | $6,559-71.2% | $5,124-63.2% |