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 | $105,409 | $51,638+104.1% | $68,368+54.2% | $82,448+27.8% |
| Participation rate | 28.6% | 63.6%-35.0pp | 73.8%-45.2pp | 68.1%-39.5pp |
| Annual return | 12.82% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,132 | $2,047-44.7% | $2,649-57.3% | $2,551-55.6% |
| Participant deferral / active EE | $2,938 | $2,914+0.9% | $4,123-28.7% | $4,139-29.0% |
| Admin fee / account holder | $31,838 | $4,643+585.7% | $5,150+518.2% | $7,234+340.1% |