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 | $114,019 | $98,766+15.4% | $149,730-23.9% | $79,852+42.8% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.5%-29.7pp | 69.6%-16.9pp |
| Annual return | 10.63% | 27.43%-16.8pp | 276.70%-266.1pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,493 | $3,217-22.5% | $4,645-46.3% | $2,471+0.9% |
| Participant deferral / active EE | $2,826 | $5,681-50.2% | $6,843-58.7% | $3,740-24.4% |
| Admin fee / account holder | $5,756 | $6,052-4.9% | $9,310-38.2% | $5,306+8.5% |