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 | $80,540 | $45,126+78.5% | $85,187-5.5% | $74,459+8.2% |
| Participation rate | 64.3% | 49.4%+14.9pp | 67.5%-3.2pp | 67.2%-2.9pp |
| Annual return | 10.87% | 26.30%-15.4pp | 66.67%-55.8pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $2,287 | $1,460+56.6% | $2,732-16.3% | $2,626-12.9% |
| Participant deferral / active EE | $3,981 | $2,738+45.4% | $4,525-12.0% | $4,350-8.5% |
| Admin fee / account holder | $18,205 | $2,212+723.1% | $6,162+195.4% | $1,945+836.1% |