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 | $103,893 | $96,678+7.5% | $86,640+19.9% | $139,466-25.5% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 10.51% | 106.69%-96.2pp | 592.52%-582.0pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,295 | $3,265-60.3% | $3,024-57.2% | $4,754-72.7% |
| Participant deferral / active EE | $1,669 | $4,837-65.5% | $4,438-62.4% | $6,712-75.1% |
| Admin fee / account holder | $51,861 | $6,410+709.1% | $5,616+823.5% | $11,409+354.6% |