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 | $74,418 | $69,248+7.5% | $64,101+16.1% | $139,466-46.6% |
| Participation rate | 56.5% | 75.6%-19.1pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 9.31% | 45.95%-36.6pp | 33.72%-24.4pp | 373.66%-364.4pp |
| Employer contribution / active EE | $1,530 | $3,185-51.9% | $2,749-44.3% | $4,754-67.8% |
| Participant deferral / active EE | $2,598 | $4,682-44.5% | $3,881-33.1% | $6,712-61.3% |
| Admin fee / account holder | $812 | $4,247-80.9% | $3,070-73.5% | $11,409-92.9% |