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 | $71,420 | $29,319+143.6% | $52,425+36.2% | $82,448-13.4% |
| Participation rate | 24.1% | 46.9%-22.8pp | 55.6%-31.5pp | 68.1%-44.0pp |
| Annual return | 11.70% | 535.20%-523.5pp | 302.12%-290.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $390 | $586-33.5% | $914-57.3% | $2,551-84.7% |
| Participant deferral / active EE | $691 | $1,171-41.0% | $1,790-61.4% | $4,139-83.3% |
| Admin fee / account holder | $9,800 | $1,962+399.5% | $2,495+292.8% | $7,234+35.5% |