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 | $119,593 | $72,071+65.9% | $68,368+74.9% | $137,256-12.9% |
| Participation rate | 19.0% | 76.2%-57.2pp | 73.8%-54.7pp | 80.0%-60.9pp |
| Annual return | 11.90% | 353.14%-341.2pp | 292.57%-280.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $836 | $2,788-70.0% | $2,649-68.4% | $4,156-79.9% |
| Participant deferral / active EE | $967 | $4,410-78.1% | $4,123-76.6% | $6,407-84.9% |
| Admin fee / account holder | $390 | $5,336-92.7% | $5,150-92.4% | $12,270-96.8% |