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 | $84,985 | $79,223+7.3% | $102,460-17.1% | $74,478+14.1% |
| Participation rate | 39.6% | 74.8%-35.1pp | 76.5%-36.9pp | 67.2%-27.6pp |
| Annual return | 11.05% | 54.98%-43.9pp | 29.47%-18.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,691 | $2,363-28.5% | $3,025-44.1% | $2,626-35.6% |
| Participant deferral / active EE | $2,519 | $4,417-43.0% | $5,056-50.2% | $4,350-42.1% |
| Admin fee / account holder | $5,716 | $2,003+185.3% | $9,460-39.6% | $1,946+193.7% |