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 | $83,475 | $49,199+69.7% | $121,204-31.1% | $75,173+11.0% |
| Participation rate | 42.9% | 55.4%-12.6pp | 69.5%-26.7pp | 67.2%-24.3pp |
| Annual return | 12.19% | 56.04%-43.9pp | 987.18%-975.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,099 | $1,547-28.9% | $4,170-73.6% | $2,671-58.8% |
| Participant deferral / active EE | $2,505 | $2,630-4.8% | $4,083-38.6% | $4,126-39.3% |
| Admin fee / account holder | $2,776 | $3,946-29.6% | $5,651-50.9% | $5,651-50.9% |