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 | $75,380 | $77,164-2.3% | $178,014-57.7% | $80,874-6.8% |
| Participation rate | 47.4% | 65.7%-18.3pp | 77.1%-29.7pp | 67.6%-20.3pp |
| Annual return | 10.66% | 18.09%-7.4pp | 294.80%-284.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,795 | $2,288-21.5% | $3,950-54.6% | $2,756-34.9% |
| Participant deferral / active EE | $2,954 | $4,408-33.0% | $6,276-52.9% | $4,297-31.3% |
| Admin fee / account holder | $994 | $7,164-86.1% | $10,362-90.4% | $6,935-85.7% |