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 | $81,738 | $96,643-15.4% | $86,617-5.6% | $139,456-41.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 10.78% | 106.57%-95.8pp | 591.91%-581.1pp | 373.45%-362.7pp |
| Employer contribution / active EE | $416 | $3,264-87.3% | $3,023-86.2% | $4,753-91.2% |
| Participant deferral / active EE | $4,500 | $4,835-6.9% | $4,437+1.4% | $6,711-32.9% |
| Admin fee / account holder | $1,479 | $6,406-76.9% | $5,613-73.6% | $11,407-87.0% |