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 | $110,889 | $70,366+57.6% | $66,674+66.3% | $138,895-20.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 5.83% | 386.41%-380.6pp | 321.24%-315.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $4,719 | $2,765+70.7% | $2,620+80.1% | $4,194+12.5% |
| Participant deferral / active EE | $8,700 | $4,374+98.9% | $4,084+113.0% | $6,396+36.0% |
| Admin fee / account holder | $21,441 | $5,262+307.4% | $5,098+320.6% | $12,562+70.7% |