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 | $90,486 | $51,606+75.3% | $129,339-30.0% | $80,911+11.8% |
| Participation rate | 50.7% | 57.0%-6.3pp | 69.6%-19.0pp | 67.6%-17.0pp |
| Annual return | 10.18% | 20.76%-10.6pp | 9437.05%-9426.9pp | 35.63%-25.4pp |
| Employer contribution / active EE | $3,423 | $1,582+116.3% | $4,154-17.6% | $2,756+24.2% |
| Participant deferral / active EE | $2,831 | $2,669+6.1% | $4,170-32.1% | $4,297-34.1% |
| Admin fee / account holder | $22,741 | $4,310+427.6% | $7,668+196.6% | $6,935+227.9% |