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 | $101,300 | $58,311+73.7% | $81,882+23.7% | $80,959+25.1% |
| Participation rate | 44.9% | 63.5%-18.6pp | 72.4%-27.5pp | 67.7%-22.8pp |
| Annual return | 8.49% | 41.85%-33.4pp | 779.47%-771.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $903 | $2,347-61.5% | $2,916-69.0% | $2,757-67.2% |
| Participant deferral / active EE | $1,860 | $3,287-43.4% | $4,323-57.0% | $4,300-56.7% |
| Admin fee / account holder | $5,810 | $4,752+22.3% | $7,360-21.1% | $6,925-16.1% |