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 | $123,049 | $102,422+20.1% | $147,117-16.4% | $80,959+52.0% |
| Participation rate | 46.5% | 75.9%-29.4pp | 82.2%-35.7pp | 67.7%-21.2pp |
| Annual return | 10.43% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,513 | $3,717-5.5% | $4,932-28.8% | $2,757+27.4% |
| Participant deferral / active EE | $9,861 | $6,652+48.2% | $8,065+22.3% | $4,300+129.3% |
| Admin fee / account holder | $15,360 | $7,953+93.1% | $12,993+18.2% | $6,925+121.8% |