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 | $63,910 | $52,353+22.1% | $120,225-46.8% | $82,448-22.5% |
| Participation rate | 38.0% | 58.3%-20.3pp | 69.6%-31.6pp | 68.1%-30.0pp |
| Annual return | 10.91% | 61.85%-50.9pp | 439.23%-428.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,038 | $1,510-31.2% | $3,475-70.1% | $2,551-59.3% |
| Participant deferral / active EE | $2,664 | $2,627+1.4% | $3,999-33.4% | $4,139-35.6% |
| Admin fee / account holder | $20,115 | $4,363+361.1% | $5,696+253.1% | $7,234+178.0% |