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 | $96,434 | $72,426+33.1% | $67,560+42.7% | $145,897-33.9% |
| Participation rate | 57.1% | 76.9%-19.8pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 7.78% | 7226.78%-7219.0pp | 3533.50%-3525.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,118 | $3,074+1.4% | $2,737+13.9% | $4,663-33.1% |
| Participant deferral / active EE | $1,257 | $4,785-73.7% | $4,004-68.6% | $6,689-81.2% |
| Admin fee / account holder | $35,400 | $5,514+542.0% | $3,994+786.3% | $13,390+164.4% |