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 | $238,223 | $58,275+308.8% | $81,844+191.1% | $80,935+194.3% |
| Participation rate | 52.3% | 63.5%-11.1pp | 72.4%-20.1pp | 67.7%-15.3pp |
| Annual return | 9.58% | 41.82%-32.2pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,195 | $2,346-49.1% | $2,916-59.0% | $2,757-56.7% |
| Participant deferral / active EE | $4,024 | $3,285+22.5% | $4,323-6.9% | $4,299-6.4% |
| Admin fee / account holder | $7,057 | $4,749+48.6% | $7,355-4.1% | $6,924+1.9% |