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 | $76,198 | $52,678+44.6% | $75,782+0.5% | $59,632+27.8% |
| Participation rate | 32.1% | 67.2%-35.1pp | 75.8%-43.7pp | 68.7%-36.5pp |
| Annual return | -4.11% | 2.95%-7.1pp | 9.68%-13.8pp | 2041.32%-2045.4pp |
| Employer contribution / active EE | $786 | $2,193-64.1% | $3,323-76.3% | $2,203-64.3% |
| Participant deferral / active EE | $2,389 | $2,591-7.8% | $3,652-34.6% | $3,192-25.1% |
| Admin fee / account holder | $2,971 | $3,610-17.7% | $5,300-43.9% | $4,297-30.9% |