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 | $95,058 | $59,456+59.9% | $93,669+1.5% | $74,429+27.7% |
| Participation rate | 59.5% | 59.6%-0.1pp | 68.7%-9.2pp | 67.2%-7.7pp |
| Annual return | 9.45% | 82.00%-72.6pp | 133.59%-124.1pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $1,539 | $1,266+21.6% | $2,424-36.5% | $2,625-41.3% |
| Participant deferral / active EE | $2,590 | $3,052-15.1% | $4,416-41.3% | $4,348-40.4% |
| Admin fee / account holder | $3,159 | $3,026+4.4% | $8,291-61.9% | $1,944+62.5% |