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 | $66,724 | $51,606+29.3% | $129,339-48.4% | $80,911-17.5% |
| Participation rate | 42.9% | 57.0%-14.1pp | 69.6%-26.8pp | 67.6%-24.8pp |
| Annual return | 10.40% | 20.76%-10.4pp | 9437.05%-9426.6pp | 35.63%-25.2pp |
| Employer contribution / active EE | $441 | $1,582-72.1% | $4,154-89.4% | $2,756-84.0% |
| Participant deferral / active EE | $1,919 | $2,669-28.1% | $4,170-54.0% | $4,297-55.3% |
| Admin fee / account holder | $509 | $4,310-88.2% | $7,668-93.4% | $6,935-92.7% |