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 | $71,364 | $37,156+92.1% | $83,854-14.9% | $86,983-18.0% |
| Participation rate | 56.7% | 49.1%+7.6pp | 59.1%-2.4pp | 69.5%-12.9pp |
| Annual return | 7.25% | 29.88%-22.6pp | 31.39%-24.1pp | 25.83%-18.6pp |
| Employer contribution / active EE | $667 | $661+0.9% | $1,017-34.5% | $2,584-74.2% |
| Participant deferral / active EE | $1,223 | $1,418-13.8% | $2,035-39.9% | $4,194-70.8% |
| Admin fee / account holder | $2,127 | $2,510-15.3% | $3,197-33.5% | $7,856-72.9% |