Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,310 | $51,207+39.3% | $70,565+1.1% | $75,177-5.1% |
| Participation rate | 61.9% | 61.0%+0.9pp | 68.4%-6.4pp | 67.2%-5.3pp |
| Annual return | 10.67% | 30.05%-19.4pp | 32.79%-22.1pp | 160.75%-150.1pp |
| Employer contribution / active EE | $946 | $1,826-48.2% | $2,976-68.2% | $2,671-64.6% |
| Participant deferral / active EE | $3,093 | $2,850+8.5% | $4,568-32.3% | $4,126-25.0% |
| Admin fee / account holder | $19,830 | $4,097+384.0% | $6,430+208.4% | $5,651+250.9% |