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 | $113,590 | $51,638+120.0% | $68,368+66.1% | $82,448+37.8% |
| Participation rate | 64.0% | 63.6%+0.4pp | 73.8%-9.8pp | 68.1%-4.1pp |
| Annual return | 3.15% | 37.53%-34.4pp | 292.57%-289.4pp | 41.64%-38.5pp |
| Employer contribution / active EE | $2,868 | $2,047+40.2% | $2,649+8.3% | $2,551+12.4% |
| Participant deferral / active EE | $4,449 | $2,914+52.7% | $4,123+7.9% | $4,139+7.5% |
| Admin fee / account holder | $11,644 | $4,643+150.8% | $5,150+126.1% | $7,234+61.0% |