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 | $87,692 | $102,393-14.4% | $147,041-40.4% | $80,911+8.4% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 10.39% | 134.95%-124.6pp | 419.21%-408.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $4,841 | $3,715+30.3% | $4,935-1.9% | $2,756+75.7% |
| Participant deferral / active EE | $8,441 | $6,647+27.0% | $8,071+4.6% | $4,297+96.4% |
| Admin fee / account holder | $27,831 | $7,943+250.4% | $13,006+114.0% | $6,935+301.3% |