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 | $63,297 | $29,051+117.9% | $52,425+20.7% | $67,986-6.9% |
| Participation rate | 27.7% | 30.4%-2.7pp | 55.6%-27.9pp | 57.2%-29.5pp |
| Annual return | 13.82% | 24.00%-10.2pp | 302.12%-288.3pp | 31.67%-17.8pp |
| Employer contribution / active EE | $735 | $412+78.5% | $914-19.6% | $2,019-63.6% |
| Participant deferral / active EE | $1,230 | $873+40.9% | $1,790-31.3% | $3,358-63.4% |
| Admin fee / account holder | $2,721 | $2,113+28.8% | $2,495+9.1% | $3,203-15.1% |