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 | $62,389 | $54,679+14.1% | $76,119-18.0% | $74,459-16.2% |
| Participation rate | 31.5% | 60.3%-28.8pp | 69.1%-37.6pp | 67.2%-35.7pp |
| Annual return | 10.31% | 31.90%-21.6pp | 361.25%-350.9pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $485 | $1,781-72.8% | $2,693-82.0% | $2,626-81.5% |
| Participant deferral / active EE | $1,495 | $3,072-51.3% | $4,259-64.9% | $4,350-65.6% |
| Admin fee / account holder | $5,253 | $2,238+134.7% | $6,421-18.2% | $1,945+170.1% |