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 | $87,518 | $55,470+57.8% | $155,556-43.7% | $74,478+17.5% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 10.57% | 269.80%-259.2pp | 64.84%-54.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,333 | $2,267-41.2% | $4,675-71.5% | $2,626-49.2% |
| Participant deferral / active EE | $3,116 | $2,838+9.8% | $5,631-44.7% | $4,350-28.4% |
| Admin fee / account holder | $3,494 | $1,744+100.3% | $15,885-78.0% | $1,946+79.6% |