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 | $129,818 | $102,393+26.8% | $147,041-11.7% | $80,911+60.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 11.46% | 134.95%-123.5pp | 419.21%-407.7pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,411 | $3,715-35.1% | $4,935-51.1% | $2,756-12.5% |
| Participant deferral / active EE | $6,210 | $6,647-6.6% | $8,071-23.1% | $4,297+44.5% |
| Admin fee / account holder | $694 | $7,943-91.3% | $13,006-94.7% | $6,935-90.0% |