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 | $143,732 | $53,063+170.9% | $124,206+15.7% | $82,637+73.9% |
| Participation rate | 55.2% | 58.4%-3.2pp | 69.6%-14.4pp | 68.1%-12.9pp |
| Annual return | 9.83% | 68.87%-59.0pp | 515.27%-505.4pp | 53.51%-43.7pp |
| Employer contribution / active EE | $3,448 | $1,530+125.3% | $3,540-2.6% | $2,552+35.1% |
| Participant deferral / active EE | $3,135 | $2,644+18.6% | $3,968-21.0% | $4,126-24.0% |
| Admin fee / account holder | $42,187 | $4,281+885.5% | $5,929+611.6% | $7,339+474.9% |