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 | $78,762 | $50,898+54.7% | $171,082-54.0% | $55,167+42.8% |
| Participation rate | 42.9% | 63.3%-20.4pp | 76.7%-33.8pp | 69.0%-26.1pp |
| Annual return | 5.55% | 15.34%-9.8pp | 32.56%-27.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $301 | $1,433-79.0% | $4,002-92.5% | $1,963-84.7% |
| Participant deferral / active EE | $2,604 | $2,994-13.0% | $4,797-45.7% | $3,054-14.7% |
| Admin fee / account holder | $1,393 | $500+178.8% | $8,520-83.7% | $504+176.4% |