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 | $79,146 | $63,346+24.9% | $92,240-14.2% | $70,126+12.9% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 5.32% | 530.19%-524.9pp | 176.29%-171.0pp | 73.15%-67.8pp |
| Employer contribution / active EE | $518 | $2,471-79.1% | $3,680-85.9% | $2,343-77.9% |
| Participant deferral / active EE | $1,425 | $2,854-50.1% | $3,897-63.4% | $3,332-57.2% |
| Admin fee / account holder | $479 | $3,841-87.5% | $5,194-90.8% | $4,645-89.7% |