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 | $93,336 | $88,778+5.1% | $81,844+14.0% | $145,884-36.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 5.63% | 1033.03%-1027.4pp | 778.87%-773.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $978 | $3,087-68.3% | $2,916-66.5% | $4,662-79.0% |
| Participant deferral / active EE | $5,132 | $4,648+10.4% | $4,323+18.7% | $6,690-23.3% |
| Admin fee / account holder | $572 | $8,430-93.2% | $7,355-92.2% | $13,392-95.7% |