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 | $57,573 | $60,128-4.2% | $90,440-36.3% | $79,852-27.9% |
| Participation rate | 67.3% | 65.0%+2.3pp | 72.7%-5.4pp | 69.6%-2.4pp |
| Annual return | 5.53% | 71.95%-66.4pp | 1294.38%-1288.8pp | 31.72%-26.2pp |
| Employer contribution / active EE | $1,156 | $2,068-44.1% | $3,263-64.6% | $2,471-53.2% |
| Participant deferral / active EE | $1,948 | $2,939-33.7% | $3,964-50.9% | $3,740-47.9% |
| Admin fee / account holder | $4,398 | $3,977+10.6% | $5,615-21.7% | $5,306-17.1% |