Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,883 | $29,319+186.1% | $52,425+60.0% | $82,448+1.7% |
| Participation rate | 46.7% | 46.9%-0.2pp | 55.6%-9.0pp | 68.1%-21.4pp |
| Annual return | 14.24% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,187 | $586+102.4% | $914+29.8% | $2,551-53.5% |
| Participant deferral / active EE | $3,845 | $1,171+228.3% | $1,790+114.7% | $4,139-7.1% |
| Admin fee / account holder | $2,167 | $1,962+10.5% | $2,495-13.1% | $7,234-70.0% |