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 | $98,954 | $60,139+64.5% | $90,461+9.4% | $79,856+23.9% |
| Participation rate | 62.1% | 65.0%-2.9pp | 72.7%-10.6pp | 69.6%-7.6pp |
| Annual return | 9.96% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,283 | $2,069-38.0% | $3,264-60.7% | $2,471-48.1% |
| Participant deferral / active EE | $4,277 | $2,939+45.5% | $3,964+7.9% | $3,741+14.3% |
| Admin fee / account holder | $17,010 | $3,978+327.6% | $5,617+202.9% | $5,306+220.6% |