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 | $77,384 | $36,140+114.1% | $73,658+5.1% | $64,340+20.3% |
| Participation rate | 36.9% | 31.0%+5.9pp | 57.0%-20.1pp | 55.2%-18.4pp |
| Annual return | 12.83% | 21.48%-8.7pp | 29.72%-16.9pp | 24.14%-11.3pp |
| Employer contribution / active EE | $613 | $443+38.4% | $1,032-40.6% | $1,862-67.1% |
| Participant deferral / active EE | $1,847 | $1,023+80.6% | $2,062-10.4% | $2,980-38.0% |
| Admin fee / account holder | $9,858 | $2,513+292.3% | $3,357+193.7% | $3,703+166.2% |