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 | $125,285 | $102,422+22.3% | $147,117-14.8% | $80,959+54.8% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 11.49% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,668 | $3,717-28.2% | $4,932-45.9% | $2,757-3.2% |
| Participant deferral / active EE | $5,187 | $6,652-22.0% | $8,065-35.7% | $4,300+20.6% |
| Admin fee / account holder | $3,276 | $7,953-58.8% | $12,993-74.8% | $6,925-52.7% |