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 | $73,076 | $95,406-23.4% | $185,849-60.7% | $85,847-14.9% |
| Participation rate | 41.9% | 68.8%-26.8pp | 81.7%-39.8pp | 69.3%-27.4pp |
| Annual return | 5.88% | 23.59%-17.7pp | 122.10%-116.2pp | 318.61%-312.7pp |
| Employer contribution / active EE | $651 | $3,314-80.4% | $5,169-87.4% | $2,565-74.6% |
| Participant deferral / active EE | $2,286 | $3,424-33.2% | $5,569-58.9% | $3,952-42.2% |
| Admin fee / account holder | $1,356 | $7,214-81.2% | $16,244-91.7% | $6,261-78.3% |