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 | $106,967 | $80,763+32.4% | $102,412+4.4% | $74,459+43.7% |
| Participation rate | 27.9% | 65.7%-37.8pp | 74.5%-46.6pp | 67.2%-39.4pp |
| Annual return | 10.70% | 27.57%-16.9pp | 24.94%-14.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $941 | $3,160-70.2% | $3,870-75.7% | $2,626-64.2% |
| Participant deferral / active EE | $1,676 | $3,862-56.6% | $5,060-66.9% | $4,350-61.5% |
| Admin fee / account holder | $10,974 | $2,371+362.8% | $8,388+30.8% | $1,945+464.3% |