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 | $72,777 | $75,183-3.2% | $123,894-41.3% | $55,167+31.9% |
| Participation rate | 45.7% | 72.8%-27.1pp | 81.4%-35.7pp | 69.0%-23.3pp |
| Annual return | 3.70% | 19.01%-15.3pp | 47.52%-43.8pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,480 | $2,823-47.6% | $4,617-67.9% | $1,963-24.6% |
| Participant deferral / active EE | $3,678 | $5,084-27.7% | $5,984-38.5% | $3,054+20.4% |
| Admin fee / account holder | $2,504 | $663+278.0% | $8,357-70.0% | $504+397.0% |