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 | $80,311 | $63,342+26.8% | $92,236-12.9% | $70,131+14.5% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 10.58% | 530.15%-519.6pp | 176.29%-165.7pp | 73.14%-62.6pp |
| Employer contribution / active EE | $536 | $2,471-78.3% | $3,679-85.4% | $2,342-77.1% |
| Participant deferral / active EE | $1,726 | $2,854-39.5% | $3,897-55.7% | $3,332-48.2% |
| Admin fee / account holder | $9,255 | $3,840+141.0% | $5,194+78.2% | $4,645+99.2% |