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 | $140,920 | $58,311+141.7% | $81,882+72.1% | $80,959+74.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 9.26% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,838 | $2,347-21.7% | $2,916-37.0% | $2,757-33.3% |
| Participant deferral / active EE | $6,162 | $3,287+87.5% | $4,323+42.5% | $4,300+43.3% |
| Admin fee / account holder | $4,278 | $4,752-10.0% | $7,360-41.9% | $6,925-38.2% |