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 | $61,661 | $59,467+3.7% | $93,727-34.2% | $74,478-17.2% |
| Participation rate | 28.2% | 59.6%-31.4pp | 68.7%-40.5pp | 67.2%-39.0pp |
| Annual return | 9.66% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $790 | $1,267-37.6% | $2,421-67.4% | $2,626-69.9% |
| Participant deferral / active EE | $1,632 | $3,052-46.5% | $4,417-63.1% | $4,350-62.5% |
| Admin fee / account holder | $2,145 | $3,028-29.2% | $8,292-74.1% | $1,946+10.2% |