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 | $90,426 | $58,241+55.3% | $81,780+10.6% | $80,911+11.8% |
| Participation rate | 42.0% | 63.4%-21.4pp | 72.4%-30.3pp | 67.6%-25.6pp |
| Annual return | 9.74% | 41.73%-32.0pp | 776.27%-766.5pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,234 | $2,343-4.7% | $2,914-23.3% | $2,756-18.9% |
| Participant deferral / active EE | $3,186 | $3,283-2.9% | $4,321-26.3% | $4,297-25.9% |
| Admin fee / account holder | $3,764 | $4,973-24.3% | $7,384-49.0% | $6,935-45.7% |