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 | $79,012 | $23,330+238.7% | $64,489+22.5% | $82,448-4.2% |
| Participation rate | 58.6% | 68.3%-9.7pp | 67.7%-9.1pp | 68.1%-9.4pp |
| Annual return | 11.05% | 83.66%-72.6pp | 55.03%-44.0pp | 41.64%-30.6pp |
| Employer contribution / active EE | $635 | $824-23.0% | $1,523-58.3% | $2,551-75.1% |
| Participant deferral / active EE | $1,827 | $1,707+7.0% | $2,778-34.2% | $4,139-55.9% |
| Admin fee / account holder | $433 | $2,946-85.3% | $4,260-89.8% | $7,234-94.0% |