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 | $95,454 | $88,815+7.5% | $81,882+16.6% | $145,897-34.6% |
| Participation rate | 65.0% | 75.1%-10.1pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | 8.01% | 1033.75%-1025.7pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $442 | $3,086-85.7% | $2,916-84.8% | $4,663-90.5% |
| Participant deferral / active EE | $3,017 | $4,647-35.1% | $4,323-30.2% | $6,689-54.9% |
| Admin fee / account holder | $6,726 | $8,434-20.3% | $7,360-8.6% | $13,390-49.8% |