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 | $76,642 | $91,037-15.8% | $71,671+6.9% | $147,586-48.1% |
| Participation rate | 22.7% | 76.1%-53.4pp | 68.7%-46.0pp | 82.8%-60.1pp |
| Annual return | 9.03% | 20.48%-11.4pp | 20.65%-11.6pp | 578.59%-569.6pp |
| Employer contribution / active EE | $632 | $3,327-81.0% | $2,460-74.3% | $4,876-87.0% |
| Participant deferral / active EE | $1,310 | $4,498-70.9% | $3,438-61.9% | $5,439-75.9% |
| Admin fee / account holder | $4,554 | $8,613-47.1% | $5,558-18.1% | $10,886-58.2% |