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 | $98,800 | $54,690+80.7% | $76,030+29.9% | $74,478+32.7% |
| Participation rate | 58.4% | 60.3%-1.9pp | 69.1%-10.6pp | 67.2%-8.8pp |
| Annual return | 9.88% | 31.92%-22.0pp | 361.54%-351.7pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $2,381 | $1,781+33.7% | $2,688-11.4% | $2,626-9.3% |
| Participant deferral / active EE | $4,271 | $3,070+39.1% | $4,257+0.3% | $4,350-1.8% |
| Admin fee / account holder | $12,089 | $2,240+439.8% | $6,421+88.3% | $1,946+521.3% |