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 | $110,905 | $88,778+24.9% | $81,844+35.5% | $145,884-24.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 8.88% | 1033.03%-1024.1pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,005 | $3,087-67.4% | $2,916-65.5% | $4,662-78.4% |
| Participant deferral / active EE | $1,905 | $4,648-59.0% | $4,323-55.9% | $6,690-71.5% |
| Admin fee / account holder | $1,061 | $8,430-87.4% | $7,355-85.6% | $13,392-92.1% |