Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $102,037 | $79,449+28.4% | $189,575-46.2% | $85,847+18.9% |
| Participation rate | 61.6% | 66.0%-4.3pp | 78.4%-16.8pp | 69.3%-7.7pp |
| Annual return | 10.52% | 18.45%-7.9pp | 64.19%-53.7pp | 318.61%-308.1pp |
| Employer contribution / active EE | $627 | $2,081-69.9% | $4,412-85.8% | $2,565-75.5% |
| Participant deferral / active EE | $6,273 | $4,051+54.8% | $6,174+1.6% | $3,952+58.7% |
| Admin fee / account holder | $26,574 | $5,377+394.2% | $9,806+171.0% | $6,261+324.5% |