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 | $86,902 | $58,241+49.2% | $81,780+6.3% | $80,911+7.4% |
| Participation rate | 63.0% | 63.4%-0.4pp | 72.4%-9.3pp | 67.6%-4.6pp |
| Annual return | 7.98% | 41.73%-33.7pp | 776.27%-768.3pp | 35.63%-27.7pp |
| Employer contribution / active EE | $1,055 | $2,343-55.0% | $2,914-63.8% | $2,756-61.7% |
| Participant deferral / active EE | $2,164 | $3,283-34.1% | $4,321-49.9% | $4,297-49.6% |
| Admin fee / account holder | $8,828 | $4,973+77.5% | $7,384+19.6% | $6,935+27.3% |