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 | $68,401 | $91,559-25.3% | $133,971-48.9% | $79,852-14.3% |
| Participation rate | 37.9% | 73.3%-35.4pp | 79.8%-41.9pp | 69.6%-31.7pp |
| Annual return | 8.35% | 61.85%-53.5pp | 45.09%-36.7pp | 31.72%-23.4pp |
| Employer contribution / active EE | $631 | $2,384-73.5% | $3,919-83.9% | $2,471-74.5% |
| Participant deferral / active EE | $1,831 | $3,734-51.0% | $5,047-63.7% | $3,740-51.1% |
| Admin fee / account holder | $1,085 | $6,321-82.8% | $8,929-87.9% | $5,306-79.6% |