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 | $79,619 | $78,690+1.2% | $161,489-50.7% | $87,485-9.0% |
| Participation rate | 63.6% | 67.5%-3.8pp | 78.7%-15.1pp | 68.9%-5.3pp |
| Annual return | 6.97% | 32.74%-25.8pp | 89.72%-82.7pp | 26.06%-19.1pp |
| Employer contribution / active EE | $1,559 | $2,588-39.8% | $4,268-63.5% | $2,596-40.0% |
| Participant deferral / active EE | $3,159 | $3,311-4.6% | $5,630-43.9% | $4,274-26.1% |
| Admin fee / account holder | $6,348 | $6,724-5.6% | $16,006-60.3% | $7,775-18.3% |