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 | $91,330 | $50,554+80.7% | $67,681+34.9% | $87,485+4.4% |
| Participation rate | 55.1% | 67.7%-12.6pp | 73.7%-18.7pp | 68.9%-13.9pp |
| Annual return | 10.31% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,225 | $1,988+11.9% | $2,678-16.9% | $2,596-14.3% |
| Participant deferral / active EE | $5,838 | $2,961+97.2% | $3,976+46.8% | $4,274+36.6% |
| Admin fee / account holder | $15,577 | $4,132+276.9% | $6,100+155.4% | $7,775+100.3% |