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 | $78,107 | $103,000-24.2% | $90,300-13.5% | $152,885-48.9% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 5.04% | 95.19%-90.1pp | 78.11%-73.1pp | 345.39%-340.3pp |
| Employer contribution / active EE | $670 | $3,138-78.7% | $2,854-76.5% | $4,763-85.9% |
| Participant deferral / active EE | $2,738 | $4,281-36.0% | $3,884-29.5% | $5,851-53.2% |
| Admin fee / account holder | $10,913 | $6,173+76.8% | $5,353+103.9% | $11,598-5.9% |