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 | $95,491 | $88,672+7.7% | $105,223-9.2% | $82,448+15.8% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 1.17% | 30.86%-29.7pp | 180.65%-179.5pp | 41.64%-40.5pp |
| Employer contribution / active EE | $5,306 | $3,048+74.1% | $3,689+43.8% | $2,551+108.0% |
| Participant deferral / active EE | $6,335 | $4,036+57.0% | $5,072+24.9% | $4,139+53.1% |
| Admin fee / account holder | $3,566 | $7,146-50.1% | $8,859-59.7% | $7,234-50.7% |