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 | $136,098 | $51,184+165.9% | $66,439+104.8% | $86,983+56.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 10.01% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.8pp |
| Employer contribution / active EE | $3,633 | $2,023+79.6% | $2,637+37.8% | $2,584+40.6% |
| Participant deferral / active EE | $2,181 | $2,927-25.5% | $3,876-43.7% | $4,194-48.0% |
| Admin fee / account holder | $18,137 | $4,154+336.6% | $6,173+193.8% | $7,856+130.9% |