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 | $136,235 | $105,284+29.4% | $150,734-9.6% | $94,015+44.9% |
| Participation rate | 51.6% | 71.7%-20.1pp | 78.4%-26.8pp | 70.8%-19.2pp |
| Annual return | 4.46% | 15.67%-11.2pp | 600.81%-596.3pp | 17.84%-13.4pp |
| Employer contribution / active EE | $1,505 | $3,599-58.2% | $4,918-69.4% | $2,790-46.1% |
| Participant deferral / active EE | $2,412 | $4,274-43.6% | $5,610-57.0% | $4,249-43.2% |
| Admin fee / account holder | $2,153 | $9,839-78.1% | $14,905-85.6% | $8,951-75.9% |