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 | $67,681 | $37,428+80.8% | $77,498-12.7% | $79,860-15.3% |
| Participation rate | 15.2% | 41.5%-26.3pp | 54.2%-39.0pp | 69.6%-54.4pp |
| Annual return | 8.16% | 39.71%-31.5pp | 54.79%-46.6pp | 31.72%-23.6pp |
| Employer contribution / active EE | $230 | $637-63.9% | $987-76.7% | $2,471-90.7% |
| Participant deferral / active EE | $689 | $1,260-45.4% | $1,861-63.0% | $3,740-81.6% |
| Admin fee / account holder | $423 | $2,505-83.1% | $2,858-85.2% | $5,306-92.0% |