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 | $59,467+34.5% | $93,727-14.7% | $74,478+7.4% |
| Participation rate | 41.5% | 59.6%-18.1pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 10.64% | 82.14%-71.5pp | 133.83%-123.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,347 | $1,267+6.3% | $2,421-44.4% | $2,626-48.7% |
| Participant deferral / active EE | $2,345 | $3,052-23.1% | $4,417-46.9% | $4,350-46.1% |
| Admin fee / account holder | $3,361 | $3,028+11.0% | $8,292-59.5% | $1,946+72.7% |