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 | $84,739 | $59,402+42.7% | $93,654-9.5% | $74,546+13.7% |
| Participation rate | 56.5% | 59.7%-3.2pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 8.30% | 81.86%-73.6pp | 133.34%-125.0pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $518 | $1,265-59.1% | $2,421-78.6% | $2,624-80.3% |
| Participant deferral / active EE | $4,341 | $3,049+42.4% | $4,413-1.6% | $4,347-0.2% |
| Admin fee / account holder | $10,402 | $3,023+244.1% | $8,282+25.6% | $1,944+435.2% |