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 | $110,515 | $51,638+114.0% | $68,368+61.6% | $82,448+34.0% |
| Participation rate | 65.6% | 63.6%+2.0pp | 73.8%-8.1pp | 68.1%-2.4pp |
| Annual return | 10.19% | 37.53%-27.3pp | 292.57%-282.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,318 | $2,047-35.6% | $2,649-50.2% | $2,551-48.3% |
| Participant deferral / active EE | $583 | $2,914-80.0% | $4,123-85.9% | $4,139-85.9% |
| Admin fee / account holder | $815 | $4,643-82.4% | $5,150-84.2% | $7,234-88.7% |