Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $106,662 | $58,258+83.1% | $81,820+30.4% | $80,925+31.8% |
| Participation rate | 51.0% | 63.5%-12.4pp | 72.4%-21.4pp | 67.7%-16.6pp |
| Annual return | 9.46% | 41.76%-32.3pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $645 | $2,345-72.5% | $2,915-77.9% | $2,756-76.6% |
| Participant deferral / active EE | $3,798 | $3,284+15.7% | $4,323-12.1% | $4,299-11.6% |
| Admin fee / account holder | $24,516 | $4,976+392.7% | $7,391+231.7% | $6,940+253.3% |