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 | $77,236 | $78,423-1.5% | $95,964-19.5% | $79,856-3.3% |
| Participation rate | 26.8% | 73.5%-46.7pp | 77.1%-50.3pp | 69.6%-42.8pp |
| Annual return | 7.43% | 19.37%-11.9pp | 91.64%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,070 | $1,945-45.0% | $2,541-57.9% | $2,471-56.7% |
| Participant deferral / active EE | $2,088 | $3,440-39.3% | $4,167-49.9% | $3,741-44.2% |
| Admin fee / account holder | $391 | $5,622-93.0% | $6,797-94.2% | $5,306-92.6% |