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 | $79,985 | $59,402+34.6% | $93,654-14.6% | $74,546+7.3% |
| Participation rate | 41.5% | 59.7%-18.2pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 10.64% | 81.86%-71.2pp | 133.34%-122.7pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,347 | $1,265+6.5% | $2,421-44.4% | $2,624-48.7% |
| Participant deferral / active EE | $2,345 | $3,049-23.1% | $4,413-46.8% | $4,347-46.0% |
| Admin fee / account holder | $3,361 | $3,023+11.2% | $8,282-59.4% | $1,944+72.9% |