Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $87,462 | $29,319+198.3% | $52,425+66.8% | $82,448+6.1% |
| Participation rate | 42.6% | 46.9%-4.3pp | 55.6%-13.0pp | 68.1%-25.5pp |
| Annual return | 12.92% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $638 | $586+8.8% | $914-30.2% | $2,551-75.0% |
| Participant deferral / active EE | $792 | $1,171-32.4% | $1,790-55.8% | $4,139-80.9% |
| Admin fee / account holder | $1,459 | $1,962-25.7% | $2,495-41.5% | $7,234-79.8% |