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 | $59,858 | $71,197-15.9% | $93,669-36.1% | $80,925-26.0% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.7%+1.0pp |
| Annual return | 7.19% | 11.27%-4.1pp | 133.59%-126.4pp | 35.65%-28.5pp |
| Employer contribution / active EE | $2,657 | $1,565+69.8% | $2,424+9.6% | $2,756-3.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,024 | $6,959-70.9% | $8,291-75.6% | $6,940-70.8% |