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 | $92,137 | $79,184+16.4% | $102,438-10.1% | $74,546+23.6% |
| Participation rate | 58.9% | 74.8%-15.9pp | 76.5%-17.6pp | 67.2%-8.3pp |
| Annual return | 11.00% | 54.95%-44.0pp | 29.37%-18.4pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,769 | $2,362-25.1% | $3,024-41.5% | $2,624-32.6% |
| Participant deferral / active EE | $3,004 | $4,414-32.0% | $5,054-40.6% | $4,347-30.9% |
| Admin fee / account holder | $12,131 | $2,001+506.2% | $9,448+28.4% | $1,944+524.2% |