Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $104,665 | $100,073+4.6% | $85,126+23.0% | $145,877-28.3% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 6.26% | 84.11%-77.8pp | 66.63%-60.4pp | 551.28%-545.0pp |
| Employer contribution / active EE | $1,488 | $3,236-54.0% | $2,731-45.5% | $4,663-68.1% |
| Participant deferral / active EE | $2,826 | $5,294-46.6% | $4,523-37.5% | $6,691-57.8% |
| Admin fee / account holder | $5,469 | $7,261-24.7% | $6,160-11.2% | $13,402-59.2% |