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 | $129,587 | $102,385+26.6% | $147,080-11.9% | $80,935+60.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 10.54% | 135.09%-124.6pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,103 | $3,717-43.4% | $4,933-57.4% | $2,757-23.7% |
| Participant deferral / active EE | $3,180 | $6,651-52.2% | $8,066-60.6% | $4,299-26.0% |
| Admin fee / account holder | $1,240 | $7,951-84.4% | $12,989-90.5% | $6,924-82.1% |