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 | $64,113 | $58,311+10.0% | $81,882-21.7% | $80,959-20.8% |
| Participation rate | 62.2% | 63.5%-1.3pp | 72.4%-10.2pp | 67.7%-5.5pp |
| Annual return | 9.78% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,975 | $2,347+69.4% | $2,916+36.3% | $2,757+44.2% |
| Participant deferral / active EE | $3,828 | $3,287+16.5% | $4,323-11.4% | $4,300-11.0% |
| Admin fee / account holder | $3,796 | $4,752-20.1% | $7,360-48.4% | $6,925-45.2% |