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 | $210,741 | $63,703+230.8% | $93,063+126.4% | $82,448+155.6% |
| Participation rate | 64.0% | 63.8%+0.2pp | 72.1%-8.1pp | 68.1%-4.1pp |
| Annual return | 11.72% | -775.43%+787.2pp | 34.15%-22.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,686 | $1,729-2.5% | $2,476-31.9% | $2,551-33.9% |
| Participant deferral / active EE | $6,702 | $2,919+129.6% | $3,958+69.3% | $4,139+61.9% |
| Admin fee / account holder | $5,485 | $5,982-8.3% | $6,033-9.1% | $7,234-24.2% |