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 | $88,921 | $55,423+60.4% | $155,602-42.9% | $74,400+19.5% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.6pp | 67.2%-23.6pp |
| Annual return | 10.71% | 269.07%-258.4pp | 64.81%-54.1pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $919 | $2,266-59.5% | $4,675-80.4% | $2,624-65.0% |
| Participant deferral / active EE | $1,187 | $2,835-58.1% | $5,629-78.9% | $4,348-72.7% |
| Admin fee / account holder | $3,707 | $1,744+112.5% | $15,923-76.7% | $1,944+90.7% |