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 | $97,820 | $25,014+291.1% | $69,632+40.5% | $80,959+20.8% |
| Participation rate | 47.1% | 64.2%-17.2pp | 66.4%-19.4pp | 67.7%-20.6pp |
| Annual return | 10.79% | 19.08%-8.3pp | 101.32%-90.5pp | 35.67%-24.9pp |
| Employer contribution / active EE | $343 | $991-65.4% | $1,708-79.9% | $2,757-87.6% |
| Participant deferral / active EE | $2,025 | $1,840+10.1% | $2,889-29.9% | $4,300-52.9% |
| Admin fee / account holder | $9,386 | $2,491+276.8% | $4,695+99.9% | $6,925+35.5% |