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 | $74,866 | $58,493+28.0% | $84,021-10.9% | $72,975+2.6% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 12.64% | 28.93%-16.3pp | 71.32%-58.7pp | 81.01%-68.4pp |
| Employer contribution / active EE | $411 | $1,163-64.7% | $1,984-79.3% | $2,440-83.2% |
| Participant deferral / active EE | $1,897 | $2,394-20.7% | $3,239-41.4% | $3,608-47.4% |
| Admin fee / account holder | $7,576 | $4,569+65.8% | $6,102+24.2% | $5,124+47.8% |