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 | $119,527 | $61,125+95.5% | $94,057+27.1% | $87,485+36.6% |
| Participation rate | 61.3% | 64.1%-2.8pp | 73.3%-12.1pp | 68.9%-7.7pp |
| Annual return | 9.93% | 35.20%-25.3pp | 480.62%-470.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,727 | $2,136-19.2% | $2,933-41.1% | $2,596-33.5% |
| Participant deferral / active EE | $4,053 | $3,260+24.3% | $4,709-13.9% | $4,274-5.2% |
| Admin fee / account holder | $37,570 | $5,629+567.5% | $7,244+418.6% | $7,775+383.2% |