Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $107,523 | $58,275+84.5% | $81,844+31.4% | $80,935+32.9% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 10.76% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $542 | $2,346-76.9% | $2,916-81.4% | $2,757-80.3% |
| Participant deferral / active EE | $3,072 | $3,285-6.5% | $4,323-29.0% | $4,299-28.6% |
| Admin fee / account holder | $1,090 | $4,749-77.1% | $7,355-85.2% | $6,924-84.3% |