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 | $65,976 | $79,955-17.5% | $98,461-33.0% | $75,173-12.2% |
| Participation rate | 34.8% | 70.4%-35.6pp | 75.2%-40.4pp | 67.2%-32.4pp |
| Annual return | 11.26% | 19.75%-8.5pp | 21.17%-9.9pp | 160.72%-149.5pp |
| Employer contribution / active EE | $880 | $2,264-61.1% | $3,049-71.1% | $2,671-67.1% |
| Participant deferral / active EE | $1,778 | $3,752-52.6% | $4,738-62.5% | $4,126-56.9% |
| Admin fee / account holder | $14,487 | $6,841+111.8% | $8,961+61.7% | $5,651+156.4% |