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 | $89,975 | $55,470+62.2% | $155,556-42.2% | $74,478+20.8% |
| Participation rate | 31.7% | 61.9%-30.2pp | 78.2%-46.5pp | 67.2%-35.5pp |
| Annual return | 9.50% | 269.80%-260.3pp | 64.84%-55.3pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $839 | $2,267-63.0% | $4,675-82.0% | $2,626-68.0% |
| Participant deferral / active EE | $1,662 | $2,838-41.4% | $5,631-70.5% | $4,350-61.8% |
| Admin fee / account holder | $5,005 | $1,744+187.0% | $15,885-68.5% | $1,946+157.2% |