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 | $102,295 | $109,872-6.9% | $98,483+3.9% | $167,536-38.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 5.67% | 1959.31%-1953.6pp | 1494.38%-1488.7pp | 478.82%-473.1pp |
| Employer contribution / active EE | $461 | $3,225-85.7% | $2,961-84.4% | $4,839-90.5% |
| Participant deferral / active EE | $7,933 | $4,673+69.7% | $4,276+85.5% | $6,342+25.1% |
| Admin fee / account holder | $11,654 | $6,757+72.5% | $5,953+95.8% | $12,315-5.4% |