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 | $53,603 | $48,053+11.5% | $84,628-36.7% | $72,975-26.5% |
| Participation rate | 62.9% | 57.6%+5.3pp | 68.2%-5.4pp | 69.5%-6.6pp |
| Annual return | 10.52% | 37.39%-26.9pp | 258.80%-248.3pp | 81.01%-70.5pp |
| Employer contribution / active EE | $1,693 | $1,602+5.7% | $2,653-36.2% | $2,440-30.6% |
| Participant deferral / active EE | $3,626 | $2,681+35.3% | $3,900-7.0% | $3,608+0.5% |
| Admin fee / account holder | $4,447 | $3,395+31.0% | $4,914-9.5% | $5,124-13.2% |