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 | $78,864 | $102,429-23.0% | $147,096-46.4% | $80,925-2.5% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 9.48% | 135.02%-125.5pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,798 | $3,716-51.6% | $4,936-63.6% | $2,756-34.8% |
| Participant deferral / active EE | $5,003 | $6,649-24.7% | $8,071-38.0% | $4,299+16.4% |
| Admin fee / account holder | $468 | $7,957-94.1% | $13,005-96.4% | $6,940-93.3% |