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 | $124,714 | $58,234+114.2% | $81,783+52.5% | $80,874+54.2% |
| Participation rate | 34.5% | 63.4%-28.9pp | 72.4%-37.8pp | 67.6%-33.1pp |
| Annual return | 10.72% | 41.70%-31.0pp | 775.05%-764.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,823 | $2,341-22.1% | $2,913-37.4% | $2,756-33.8% |
| Participant deferral / active EE | $4,276 | $3,283+30.3% | $4,320-1.0% | $4,297-0.5% |
| Admin fee / account holder | $9,453 | $4,982+89.8% | $7,380+28.1% | $6,935+36.3% |