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 | $64,713 | $45,900+41.0% | $94,057-31.2% | $64,340+0.6% |
| Participation rate | 37.2% | 50.6%-13.3pp | 73.3%-36.1pp | 55.2%-18.0pp |
| Annual return | 9.15% | 50.47%-41.3pp | 480.62%-471.5pp | 24.14%-15.0pp |
| Employer contribution / active EE | $448 | $1,612-72.2% | $2,933-84.7% | $1,862-75.9% |
| Participant deferral / active EE | $2,466 | $2,102+17.3% | $4,709-47.6% | $2,980-17.3% |
| Admin fee / account holder | $19,720 | $3,143+527.4% | $7,244+172.2% | $3,703+432.6% |