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 | $98,527 | $59,440+65.8% | $78,004+26.3% | $82,637+19.2% |
| Participation rate | 11.6% | 62.8%-51.2pp | 69.4%-57.8pp | 68.1%-56.4pp |
| Annual return | 10.89% | 40.24%-29.3pp | 31.07%-20.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $516 | $1,750-70.5% | $2,469-79.1% | $2,552-79.8% |
| Participant deferral / active EE | $1,217 | $3,138-61.2% | $4,092-70.3% | $4,126-70.5% |
| Admin fee / account holder | $26,805 | $5,504+387.0% | $7,578+253.7% | $7,339+265.2% |