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 | $159,793 | $103,000+55.1% | $90,300+77.0% | $152,885+4.5% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 8.24% | 95.19%-87.0pp | 78.11%-69.9pp | 345.39%-337.2pp |
| Employer contribution / active EE | $2,782 | $3,138-11.4% | $2,854-2.5% | $4,763-41.6% |
| Participant deferral / active EE | $4,400 | $4,281+2.8% | $3,884+13.3% | $5,851-24.8% |
| Admin fee / account holder | $5,596 | $6,173-9.4% | $5,353+4.5% | $11,598-51.8% |