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 | $191,053 | $98,766+93.4% | $149,730+27.6% | $79,852+139.3% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.5%-20.7pp | 69.6%-7.9pp |
| Annual return | 7.08% | 27.43%-20.4pp | 276.70%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,472 | $3,217-54.2% | $4,645-68.3% | $2,471-40.4% |
| Participant deferral / active EE | $4,935 | $5,681-13.1% | $6,843-27.9% | $3,740+31.9% |
| Admin fee / account holder | $2,187 | $6,052-63.9% | $9,310-76.5% | $5,306-58.8% |