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 | $98,820 | $59,006+67.5% | $97,197+1.7% | $74,429+32.8% |
| Participation rate | 37.6% | 63.7%-26.1pp | 72.7%-35.0pp | 67.2%-29.6pp |
| Annual return | 9.44% | 16.04%-6.6pp | 75.47%-66.0pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $534 | $1,894-71.8% | $2,723-80.4% | $2,625-79.7% |
| Participant deferral / active EE | $1,470 | $3,671-60.0% | $4,263-65.5% | $4,348-66.2% |
| Admin fee / account holder | $5,802 | $1,974+193.9% | $5,637+2.9% | $1,944+198.4% |