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 | $105,463 | $65,575+60.8% | $86,209+22.3% | $75,181+40.3% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 4.64% | 46.07%-41.4pp | 1169.05%-1164.4pp | 160.69%-156.0pp |
| Employer contribution / active EE | $7,426 | $1,553+378.1% | $2,381+211.8% | $2,671+178.1% |
| Participant deferral / active EE | $1,555 | $3,023-48.6% | $3,986-61.0% | $4,126-62.3% |
| Admin fee / account holder | $8,060 | $5,470+47.3% | $6,853+17.6% | $5,650+42.7% |