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 | $134,917 | $52,353+157.7% | $120,225+12.2% | $82,448+63.6% |
| Participation rate | 44.4% | 58.3%-13.9pp | 69.6%-25.1pp | 68.1%-23.6pp |
| Annual return | 12.53% | 61.85%-49.3pp | 439.23%-426.7pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,957 | $1,510+95.8% | $3,475-14.9% | $2,551+15.9% |
| Participant deferral / active EE | $2,325 | $2,627-11.5% | $3,999-41.9% | $4,139-43.8% |
| Admin fee / account holder | $2,576 | $4,363-41.0% | $5,696-54.8% | $7,234-64.4% |