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 | $107,079+100.8% | $151,266+42.2% | $87,485+145.8% |
| Participation rate | 54.3% | 71.1%-16.8pp | 77.0%-22.7pp | 68.9%-14.6pp |
| Annual return | 13.64% | 22.17%-8.5pp | 180.60%-167.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,017 | $3,174-68.0% | $4,237-76.0% | $2,596-60.8% |
| Participant deferral / active EE | $2,901 | $5,789-49.9% | $7,337-60.5% | $4,274-32.1% |
| Admin fee / account holder | $15,187 | $8,059+88.4% | $13,159+15.4% | $7,775+95.3% |