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 | $110,915 | $80,674+37.5% | $119,126-6.9% | $64,340+72.4% |
| Participation rate | 50.8% | 55.2%-4.4pp | 75.8%-25.0pp | 55.2%-4.5pp |
| Annual return | 11.44% | 26.86%-15.4pp | 282.11%-270.7pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,509 | $2,564-41.1% | $4,034-62.6% | $1,862-18.9% |
| Participant deferral / active EE | $4,565 | $3,053+49.5% | $5,318-14.2% | $2,980+53.2% |
| Admin fee / account holder | $11,593 | $4,559+154.3% | $10,693+8.4% | $3,703+213.1% |