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 | $112,665 | $63,346+77.9% | $92,240+22.1% | $70,126+60.7% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 9.13% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $2,108 | $2,471-14.7% | $3,680-42.7% | $2,343-10.0% |
| Participant deferral / active EE | $5,913 | $2,854+107.2% | $3,897+51.7% | $3,332+77.5% |
| Admin fee / account holder | $1,934 | $3,841-49.6% | $5,194-62.8% | $4,645-58.4% |