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 | $106,634 | $49,891+113.7% | $80,607+32.3% | $75,181+41.8% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 12.13% | 34.67%-22.5pp | 936.11%-924.0pp | 160.69%-148.6pp |
| Employer contribution / active EE | $1,376 | $1,698-19.0% | $2,724-49.5% | $2,671-48.5% |
| Participant deferral / active EE | $2,951 | $2,991-1.4% | $4,448-33.7% | $4,126-28.5% |
| Admin fee / account holder | $3,824 | $3,578+6.9% | $5,379-28.9% | $5,650-32.3% |