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 | $91,457 | $78,672+16.3% | $109,163-16.2% | $85,856+6.5% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 10.89% | 25.09%-14.2pp | 25.75%-14.9pp | 318.58%-307.7pp |
| Employer contribution / active EE | $1,648 | $2,734-39.7% | $3,723-55.7% | $2,565-35.8% |
| Participant deferral / active EE | $3,044 | $3,467-12.2% | $4,654-34.6% | $3,952-23.0% |
| Admin fee / account holder | $26,054 | $5,470+376.3% | $6,754+285.7% | $6,261+316.2% |