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 | $55,595 | $118,488-53.1% | $98,462-43.5% | $139,487-60.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 7.41% | 18.96%-11.5pp | 21.17%-13.8pp | 373.84%-366.4pp |
| Employer contribution / active EE | $934 | $3,611-74.1% | $3,049-69.4% | $4,755-80.3% |
| Participant deferral / active EE | $18,849 | $5,393+249.5% | $4,738+297.8% | $6,713+180.8% |
| Admin fee / account holder | $35,384 | $13,868+155.1% | $8,875+298.7% | $11,407+210.2% |