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 | $120,498 | $65,555+83.8% | $86,216+39.8% | $75,173+60.3% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 10.86% | 46.07%-35.2pp | 1169.42%-1158.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $401 | $1,553-74.2% | $2,382-83.2% | $2,671-85.0% |
| Participant deferral / active EE | $3,301 | $3,023+9.2% | $3,986-17.2% | $4,126-20.0% |
| Admin fee / account holder | $8,232 | $5,469+50.5% | $6,853+20.1% | $5,651+45.7% |