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 | $111,892 | $88,137+27.0% | $164,975-32.2% | $74,429+50.3% |
| Participation rate | 55.6% | 73.1%-17.6pp | 78.6%-23.1pp | 67.2%-11.7pp |
| Annual return | 10.55% | 17.13%-6.6pp | 70.12%-59.6pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $1,006 | $2,597-61.2% | $4,343-76.8% | $2,625-61.7% |
| Participant deferral / active EE | $3,459 | $4,501-23.1% | $6,033-42.7% | $4,348-20.4% |
| Admin fee / account holder | $11,404 | $2,231+411.1% | $12,688-10.1% | $1,944+486.5% |