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 | $67,098 | $52,353+28.2% | $120,225-44.2% | $82,448-18.6% |
| Participation rate | 56.0% | 58.3%-2.3pp | 69.6%-13.6pp | 68.1%-12.1pp |
| Annual return | 6.89% | 61.85%-55.0pp | 439.23%-432.3pp | 41.64%-34.8pp |
| Employer contribution / active EE | $920 | $1,510-39.1% | $3,475-73.5% | $2,551-64.0% |
| Participant deferral / active EE | $1,895 | $2,627-27.9% | $3,999-52.6% | $4,139-54.2% |
| Admin fee / account holder | $1,696 | $4,363-61.1% | $5,696-70.2% | $7,234-76.6% |