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 | $99,672 | $80,332+24.1% | $107,187-7.0% | $64,097+55.5% |
| Participation rate | 42.0% | 54.4%-12.4pp | 75.0%-33.1pp | 55.2%-13.2pp |
| Annual return | 6.67% | 24.26%-17.6pp | 204.55%-197.9pp | 34.64%-28.0pp |
| Employer contribution / active EE | $1,964 | $2,501-21.5% | $3,782-48.1% | $1,891+3.8% |
| Participant deferral / active EE | $4,074 | $3,109+31.0% | $5,096-20.1% | $3,080+32.3% |
| Admin fee / account holder | $37,922 | $4,314+779.0% | $9,162+313.9% | $3,454+997.8% |