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 | $74,037 | $55,902+32.4% | $76,030-2.6% | $80,959-8.6% |
| Participation rate | 54.4% | 62.1%-7.6pp | 69.1%-14.6pp | 67.7%-13.2pp |
| Annual return | 7.89% | 20.59%-12.7pp | 361.54%-353.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,448 | $1,867-22.4% | $2,688-46.1% | $2,757-47.5% |
| Participant deferral / active EE | $1,893 | $3,051-38.0% | $4,257-55.5% | $4,300-56.0% |
| Admin fee / account holder | $25,311 | $5,239+383.1% | $6,421+294.2% | $6,925+265.5% |