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 | $126,410 | $91,198+38.6% | $178,503-29.2% | $79,856+58.3% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 6.67% | 24.20%-17.5pp | 151.12%-144.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,334 | $3,257-28.3% | $5,011-53.4% | $2,471-5.6% |
| Participant deferral / active EE | $5,494 | $3,237+69.8% | $5,202+5.6% | $3,741+46.9% |
| Admin fee / account holder | $8,909 | $6,748+32.0% | $13,987-36.3% | $5,306+67.9% |