Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $215,025 | $98,652+118.0% | $142,942+50.4% | $82,448+160.8% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.8%-22.5pp | 68.1%-13.8pp |
| Annual return | 13.64% | 22.65%-9.0pp | 113.70%-100.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,017 | $3,211-68.3% | $4,139-75.4% | $2,551-60.1% |
| Participant deferral / active EE | $2,901 | $5,580-48.0% | $7,128-59.3% | $4,139-29.9% |
| Admin fee / account holder | $15,187 | $8,078+88.0% | $12,475+21.7% | $7,234+109.9% |