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 | $91,511 | $72,071+27.0% | $68,368+33.9% | $137,256-33.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 8.38% | 353.14%-344.8pp | 292.57%-284.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,540 | $2,788+27.0% | $2,649+33.6% | $4,156-14.8% |
| Participant deferral / active EE | $5,071 | $4,410+15.0% | $4,123+23.0% | $6,407-20.8% |
| Admin fee / account holder | $39,845 | $5,336+646.8% | $5,150+673.7% | $12,270+224.7% |