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 | $94,520 | $102,393-7.7% | $147,041-35.7% | $80,911+16.8% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 11.49% | 134.95%-123.5pp | 419.21%-407.7pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,866 | $3,715-49.8% | $4,935-62.2% | $2,756-32.3% |
| Participant deferral / active EE | $4,181 | $6,647-37.1% | $8,071-48.2% | $4,297-2.7% |
| Admin fee / account holder | $18,201 | $7,943+129.1% | $13,006+39.9% | $6,935+162.5% |