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 | $122,852 | $58,828+108.8% | $78,002+57.5% | $62,881+95.4% |
| Participation rate | 67.7% | 71.1%-3.4pp | 75.5%-7.8pp | 69.3%-1.6pp |
| Annual return | -11.61% | 17.16%-28.8pp | 425.99%-437.6pp | 20.14%-31.8pp |
| Employer contribution / active EE | $1,471 | $1,672-12.0% | $2,470-40.5% | $2,281-35.5% |
| Participant deferral / active EE | $4,669 | $2,686+73.9% | $3,497+33.5% | $3,203+45.8% |
| Admin fee / account holder | $5,065 | $4,393+15.3% | $5,481-7.6% | $4,296+17.9% |