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 | $71,210 | $73,787-3.5% | $98,716-27.9% | $82,448-13.6% |
| Participation rate | 42.1% | 61.4%-19.3pp | 69.3%-27.2pp | 68.1%-26.0pp |
| Annual return | 10.18% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.5pp |
| Employer contribution / active EE | $556 | $1,511-63.2% | $2,279-75.6% | $2,551-78.2% |
| Participant deferral / active EE | $3,198 | $3,081+3.8% | $4,048-21.0% | $4,139-22.7% |
| Admin fee / account holder | $4,538 | $6,500-30.2% | $8,703-47.9% | $7,234-37.3% |