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 | $67,493 | $63,809+5.8% | $81,353-17.0% | $80,935-16.6% |
| Participation rate | 67.6% | 63.9%+3.7pp | 69.5%-1.9pp | 67.7%0pp |
| Annual return | 9.57% | 16.37%-6.8pp | 24.82%-15.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,547 | $3,093-50.0% | $3,885-60.2% | $4,299-64.0% |
| Admin fee / account holder | $4,011 | $5,686-29.4% | $5,766-30.4% | $6,924-42.1% |