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 | $77,423 | $37,446+106.8% | $77,513-0.1% | $79,852-3.0% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 9.74% | 39.76%-30.0pp | 54.81%-45.1pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,159 | $637+81.9% | $987+17.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,145 | $1,261+70.1% | $1,861+15.2% | $3,740-42.7% |
| Admin fee / account holder | $18,993 | $2,506+657.9% | $2,859+564.3% | $5,306+257.9% |