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 | $91,078 | $29,733+206.3% | $56,025+62.6% | $80,959+12.5% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 8.53% | 35.28%-26.8pp | 1712.69%-1704.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,312 | $672+95.4% | $1,042+26.0% | $2,757-52.4% |
| Participant deferral / active EE | $3,583 | $1,229+191.4% | $1,955+83.3% | $4,300-16.7% |
| Admin fee / account holder | $1,219 | $2,434-49.9% | $2,828-56.9% | $6,925-82.4% |