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 | $93,690 | $57,541+62.8% | $95,740-2.1% | $75,173+24.6% |
| Participation rate | 63.2% | 62.5%+0.7pp | 72.3%-9.0pp | 67.2%-4.0pp |
| Annual return | 13.31% | 34.93%-21.6pp | 28.41%-15.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $3,192 | $1,808+76.6% | $2,836+12.5% | $2,671+19.5% |
| Participant deferral / active EE | $3,679 | $3,074+19.7% | $4,244-13.3% | $4,126-10.8% |
| Admin fee / account holder | $22,287 | $4,099+443.8% | $5,676+292.6% | $5,651+294.4% |