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 | $83,061 | $72,465+14.6% | $67,575+22.9% | $145,884-43.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.72% | 7222.56%-7213.8pp | 3528.98%-3520.3pp | 551.85%-543.1pp |
| Employer contribution / active EE | $676 | $3,074-78.0% | $2,736-75.3% | $4,662-85.5% |
| Participant deferral / active EE | $1,110 | $4,786-76.8% | $4,003-72.3% | $6,690-83.4% |
| Admin fee / account holder | $7,762 | $5,515+40.7% | $3,993+94.4% | $13,392-42.0% |