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 | $73,282 | $94,031-22.1% | $115,768-36.7% | $82,448-11.1% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.4%-18.8pp | 68.1%-12.5pp |
| Annual return | 5.51% | 20.61%-15.1pp | 100.46%-94.9pp | 41.64%-36.1pp |
| Employer contribution / active EE | $859 | $2,323-63.0% | $2,940-70.8% | $2,551-66.3% |
| Participant deferral / active EE | $1,773 | $3,972-55.4% | $4,917-63.9% | $4,139-57.2% |
| Admin fee / account holder | $57,946 | $10,249+465.4% | $12,439+365.8% | $7,234+701.0% |